Investment Services

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 industry standards and best practices as prescribed by the Community Foundation National Standards Board, with the added kneowdge 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 through Donor Central for reporting of all transactions, monthly independently-derived investment performance results, and fund market valuation.
  • 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 203-777-7061.

As of December 31, 2019. New funds established in 2019 are designated in bold. For new funds established with our partner in philanthropy, the Valley Community Foundation, visit valleyfoundation.org.

Al Hopkins Scholarship Organization Fund

Agency on Aging Fund

Christine Alexander Fund for New Haven Reads

Amity & Woodbridge

Historical Society Fund

Artist Next Door Fund

Arts Council Board- Designated Reserve Fund

Artspace Organization Fund

Birgitta Johnson Campership Fund for Fellowship Place

Bittker Fund for the

New Haven Free Public Library Bovilsky Scholarship Fund

Branford Community Foundation Fund Bridge Family Center Inc. Fund

Bridgeport Rotary Club Foundation Burry Fredrik Foundation Fund

David A. Carlson Lecture Organization Fund

Center for Family Justice Inc. Fund

Central Connecticut Coast YMCA Fund

Cheshire Historical Society Fund

Cheshire Land Trust Inc. — Elizabeth P. Ives Endowment Fund

Children In Placement Endowment Fund

Christian Community Action Inc. Endowment Fund

Civic Orchestra of New Haven Operating Fund

Cold Spring School Fund

Community Foundation of Northwest CT Fund

Connecticut Association of Latinos in Higher Education Endowment Fund

Connecticut Coalition on Aging Fund

Connecticut Mental Health Center Foundation Endowment Fund

Connecticut Women’s Education and Legal Fund Organization

Data Haven Reserve Organization Fund

Phil & Debby Dwyer Central Connecticut Coast YMCA Fund

Bob Eddy Scholarship Fund

Edgerton Park Conservancy Fund

Robert Evans Fund for Long Wharf Theatre

Farmington Canal Rail to Trail Association Fund

First Baptist Church Investment Organization Fund

Fund for Fellowship Place Inc.

Friends of Cheshire Public Library Fund

Garden Club of New Haven Investment Account Administrative Fund

Garden Club of New Haven Investment Account Legacy Fund

Gateway Community College Foundation Fund

Ulysses S. Grant Foundation Fund II Greater Dwight Development Corp. Fund Greater New Haven Community Loan Fund

Greisinger Fund for the New Haven Free Public Library

Bette G. Gruskay Education Fund for the New Haven Symphony Orchestra

Guilford Foundation Fund

Oscar & Irma Hamburger Memorial Endowment Fund

Hart United Organization Fund

Higher Heights Youth Empowerment Programs Fund

Housing Operations Management Enterprises Fund

Immanuel Missionary Baptist Church Fund

Isaiah Fund for the Community Soup Kitchen

Junior League of Greater New Haven Fund

Dr. Chuwan Kim & Family Fund for East Rock

Hesung Chun & Kwang Lim Koh Family Fund

LEAP Endowment Fund

Margaret Leavy Fund for Legal Services

Frank Lobo Memorial Fund

Long Wharf Doris Duke Endowment Fund

Long Wharf Theatre Fund for Artistic Excellence

Lord/Kubler Fund for New Work — Fund B

Lulac Head Start Fund

Marrakech Organization Fund

Merola Endowment Fund, Inc. Organization Fund

Milford Fine Arts Council Trust Fund

Music Haven Inc. Fund

Neighborhood Music School

Board-Designated Fund

Neighborhood Music School

Jon T. Hirschoff Scholarship

Dr. Regina M. Lily Warner Endowment Fund

Neighborhood Music School Endowment Fund

Neighborhood Music School Refugee Endowment Organization Fund

New Haven Chorale Fund

New Haven Free Public Library Fund

New Haven Green Fund

Fund for the New Haven Green Endowment

New Haven Museum and Historical Society Fund

New Haven Museum Acquisition Fund New Haven Public School Foundation Inc. Fund

New Haven Reads Sustainability Organization Fund

New Haven Rotary Charitable Scholarship Trust

New Haven Symphony Orchestra William Boughton Fund for American Music Organization Fund

New Reach Fund

NewAlliance Foundation Fund

NHGF Foundation Organization Fund

NHSO Foundation Inc. Fund

Orange Congregational Church Fund Orchard House Fund

Mary L. Pepe Fund for Long Wharf Theatre

Pierce Fund for the New Haven Free Public Library

J. B. Pierce Laboratory Fund

John B. Pierce Foundation Fund

Ronald McDonald House Organization Fund

Russell Loan Fund for the New Haven Free Library

Shepherds Inc. Fund

Shubert Theater New Haven Fund

Silvermine Arts Center Fund

Carol L. Sirot Fund for Long Wharf Theatre

Sleeping Giant Park Association Fund

Stony Creek Museum Inc. Organization Fund

The Prosperity Foundation Inc. Fund Truman Olin Fund

Universal Health Care Foundation of CT Fund Watershed Fund

West Haven Community House Fund

WNEIP Ritvo Scholarship Fund

Western New England Institute for Psychoanalysis Fund

Women and Family Life Center Flexible Long Term Capital Organization Fund

Annual Y.U.W.O. Scholarship Fund

Yale University Women’s Organization Operating Fund

Young Men’s Institute Library d/b/a The Institute Library Organization Fund

How can we help?

A.F. Drew Alden

Sr. Vice President for Investments & CFO Chief Compliance Officer

203-777-7061

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