Financials and Investments

You entrust your charitable dollars to us. We help you achieve your goals using sound financial principles and careful stewardship.

As a 501(c)(3) public charitable organization, we take pride in providing clear, transparent information about our financial position, investment management, performance and fees. We are committed to prudent fund distributions and long-term investing so that your charitable gifts will go further in our community.

Financial Highlights

Funds: over 500 funds under management