The Community Foundation of Utah uses a total return approach to investment management. Total return describes the change in fund value over time resulting from interest, dividends, and capital appreciation as a result of both realized and unrealized gains. The Foundation's Investment Committee guides the Community Foundation's investments in compliance with the Investment Policy approved by the Board. The Foundation maintains an internal accounting system that tracks all contributions, investment earnings, fees, expenses, and distributions. Each fund is allocated its pro rata share of monthly income, appreciation, and investment management expenses realized in the Community Foundation investment pool for the number of days the Fund is invested each month.
Investment Pool
The guiding philosophy of the Pool's management is prudent stewardship of funds entrusted to the Community Foundation for the benefit of the charitable organizations and philanthropists we serve. Our financial objective is to provide the greatest level of support for current, as well as future, grant making and administrative needs while maintaining the purchasing power of the Foundation's charitable assets over time. Our primary investment objective is to invest endowment funds with a focus on diversification to help control risk, achieve long-term growth, offset inflationary impact, and allow for distributions and fees.
Investment options
Our job is to manage funds so that they grow as quickly as possible with a limited amount of risk. We have a number of investment options, and these can be changed to meet a donor's goals, especially as the fund grows in size.
You can download a pdf of our investment policy here.
Investment policy
