Organization Funds

Organization Funds

Organization Funds are for nonprofits that wish to have a portion of their charitable assets managed according to a long-term investment model alongside  and established for The Community Foundation for Greater New Haven Inc’s (The Corporation) own endowment. A charitable organization can participate in this commingled fund by entering into an investment management agreement, which identifies the nonprofit as the owner of the charitable assets. This is just one of the ways The Community Foundation demonstrates its on-going efforts to strengthen the nonprofit sector in our region.

Nonprofit organizations can have the comfort of knowing that their endowment-like assets are managed according to the highest industry standards and best practices, with the added assurance that the Corporation is a registered investment adviser under the Connecticut Uniform Securities Act. As a registered investment adviser, The Corporation is regulated by The State of Connecticut’s Department of Banking and adheres to its compliance program.

How It Works

  • Your organization makes a revocable transfer of endowment-like assets to The Corporation for investment management purposes;
  • Your organization has access to a world-class, commingled investment fund;
  • Your organization receives distributions from your Organization Fund that coincide with  your needs and in the amount determined by you;
  • Your organization has access to fund information via Donor Central, including
    • Reporting of all transactions
    • Fund market valuation, and
    • Monthly independently-derived investment performance results;
  • Your organization receives annual audited financial statements and monthly financial reporting electronically;
  • Your organization can participate in semi-annual investment performance meetings;

To find out more about starting an Organization Fund, please contact A.F. Drew Alden at aalden@cfgnh.org or 203-777-7061.

Organization Funds at The Community Foundation

Agency on Aging of South Central Connecticut
Amity & Woodbridge Historical Society
Ansonia Public Schools
Ansonia Rotary Club
Arts Council of Greater New Haven
Artspace
Branford Community Foundation
Bridge Family Center
Bridgeport Rotary Club Foundation
Burry Fredrik Foundation
Center for Family Justice
Central Connecticut Coast YMCA
Cheshire Historical Society
Cheshire Land Trust Elizabeth P. Ives Endowment Fund
Children in Placement
Christian Community Action
Christine Alexander Fund for New Haven Reads
Civic Orchestra of New Haven
Cold Spring School
Community Foundation of Northwest Connecticut
Connecticut Association of Latinos in Higher Education
Connecticut Coalition on Aging
Connecticut Mental Health Center Foundation
East Rock Institute
Edgerton Park Conservancy
Farmington Canal Rail to Trail Association
Fellowship Place Inc.
Friends of Cheshire Public Library
Fund for the New Haven Green
Gateway Community College Foundation
Gesell Institute of Human Development
Greater Dwight Development Corporation
Greater New Haven Association of Realtors
Scholarship Foundation Inc.
Greater New Haven Community Loan Fund
Guilford Foundation
Higher Heights Youth Empowerment Program
Housatonic Council Boy Scouts of America
Housing Operations Management Enterprises
Immanuel Missionary Baptist Church
Isaiah Fund for Community Soup Kitchen
John B. Pierce Foundation
Junior League of Greater New Haven
LEAP
Life Haven
Long Wharf Theatre
LULAC Head Start
Margaret Leavy Fund for Legal Services
Milford Fine Arts Council Trust
Music Haven Inc.
Neighborhood Music School
New Haven Chorale
New Haven Free Public Library
New Haven Green Fund Inc.
New Haven Museum and Historical Society
New Haven Public School Foundation
New Haven Symphony Orchestra
NewAlliance Foundation
Oak Cliff Cemetery
Orange Congregational Church
Orchard House
Oscar and Irma Hamburger Memorial Fund for Beth el-Keser Israel
Plumb Memorial Library
The Prosperity Foundation
Seymour Pink
Seymour-Oxford Nursery and Child Care Association Inc.
Shepherd’s Inc.
Shubert Performing Arts Center (CAPA)
Silvermine Arts Center
Sleeping Giant Park Association
Society for Professional Journalists, CT Chapter, Bob Eddy Scholarship
TEAM Inc. Endowment Fund
Troop 3 - Derby BSA Alumni Friends Foundation Inc.
Ulysses S. Grant Foundation
Universal Health Care Foundation of Connecticut
Varick Memorial A.M.E. Zion Church
Village Improvement Association
West Haven Community House
Western New England Psychoanalytic Institute
Yale University Women’s Organization

Address

70 Audubon Street
New Haven, CT 06510
Directions

Contact

(203) 777-2386
ContactUs@cfgnh.org

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