Financial Disclosures

We Help You Do More

 

Our more than 30 years of prudent spending and long-term investing can make your charitable gifts go further and do more to improve your community. Our Finance and Investment Committee and staff protect and grow your investments so you can support your favorite causes and nonprofits for years to come.

 

We're Transparent

 

Our financial practices maintain the highest possible standards for nonprofits. Feel free to review our audited financial statements and Form 990s or our investment policy to see for yourself. You can also review our investments and performance.​

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We Continue Your Legacy

Our board of directors has set a spending rate of 5 percent annually for permanently endowed funds, which is based on a rolling average of your fund balance over the previous 5 years.

Disclosures