Our investments are guided by our Board of Directors in compliance with our Investment Policy and investment philosophy, which prioritize prudent stewardship of the funds entrusted to us, benefiting the philanthropists and charitable organizations we serve. As an endowed organization, we will be here in perpetuity to ensure our clients’ funds continue to do all that they envisioned.

Our primary investment objective is to employ a diversified approach to fund management, emphasizing risk control while pursuing long-term growth to counter the impact of inflation. This strategy facilitates ongoing and sustained support of our clients’ charitable aspirations, both in the present and the future.  We employ a balanced growth strategy, investing our assets across a mix of domestic and fixed income instruments, both domestic and international in nature.

To achieve our investment objective with efficiency and cost-effectiveness, the Foundation has retained Vanguard Institutional Advisory Services (VIAS), a specialized business unit of the Vanguard Group, as its investment advisor.  VIAS employs active and passive investment strategies that balance the opportunity for growth with its associated risks.