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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 long-term growth continues to enhance permanent community capital. Endowment management and fund stewardship are achieved through disciplined and integrated spending and investment policies. Investment performance is measured, assessed and reported monthly, both on a manager-by-manager basis and cumulatively, through an external third party.

The Community Foundation’s record of excellent financial management and strong investment returns is an important element of how we serve donors and nonprofits and grow the community’s charitable capital. The Community Foundation’s assets grew to more than $430 Million as of December 31, 2013. The year-end annualized net investment return of The Community Foundation;s Corporation was 17.5% and since 1995 the return has been 8.9%, surpassing both its target benchmark and the performance of comparably-sized community foundations nationwide.

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Investment Performance
Performance in Relation to Peers
Administrative Fees
Investment Philosophy
The Spending Rule Policy
Asset Allocation Policy
Endowment 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 at The Community Foundation. View the latest presentation (4 MB) on semi-annual investment performance results, a list of investment managers and more.

For more information:

Download our

2013 Annual Report  (5 MB pdf)