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Investments & Financials

The Community Foundation for Greater New Haven is an organization designed to maintain Greater New Haven community’s philanthropic assets in perpetuity. Gifts placed into the endowment are invested, grants are made annually, and earnings continue to grow permanent community capital. Endowment management and fund stewardship are achieved through disciplined and integrated spending and investment policies. Investment performance is measured and assessed monthly, both on a manager-by-manager basis and cumulatively, through an external third party.

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Investment Performance
Performance in Relation to Peers
Administrative Expense
Investment Philosophy
The Spending Rule Policy
Asset Allocation Policy
Investment Managers
Investment Management Performance Benchmarks & Assessment Process
Investment Management Expense
Governance of Investment Process

About Us

The Community Foundation holds semi-annual investment performance conference calls for nonprofits that have organization funds here at The Community Foundation. View the latest presentation on Year End 2013 investment performance results, a list of investment managers and more.

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