Charitable agencies and organizations (with their own 501(c)(3) status) benefit from placing the management and investment of their endowments and long-term funds with the Community Foundation. As part of a larger investment pool of the Community Foundation, each agency endowment has the potential for greater return at a lower cost. The income is distributed back to the charity, for purposes that the charity’s board determines appropriate.

Basic Services
In addition to investing and distributing your funds, we offer a variety of basic services to the non-profit organizations that partner with us.

• 24/7 Access to your secure and private online Donor Dashboard, which provides monthly fund statements and the ability to make a distribution request from the fund and schedule distribution payment requests.
• Accept Non-Cash Gifts: Gifts such as stock, real estate or life insurance are becoming a common form of giving. We are equipped to accept these non-cash charitable gifts on your behalf. We are also able to handle credit card contributions and our registered donors can make grant recommendations directly to your fund.
• Accept Online Credit Card Donations through Community Snapshots. Agencies can link from their website to a personalized online form on the Community Foundation’s website for donors to make easy and safe online donations.
• The Agency fund can receive contributions from supporters directly and the Community Foundation issues the appropriate documentation to donors for tax purposes.
• Professional investment management in a diversified investment pool.
• The Community Foundation can make an annual presentation to the Agency’s Board of Directors on fund performance and impact concepts.

Additional services are available on a case-by-case basis.

Our Investment Practices
All funds are pooled with the charitable resources of over 500 other families, businesses, and non-profit organizations. Pooling funds provides greater potential for better returns at a lower cost. These assets, currently valued at more than $65.0 million, are spread over a broad group of investment classes to ensure a balanced portfolio.  

Basic Fee Services
The administrative or management fee for all services is currently 0.80% annually based on the following fund balances:  

• First $2,500,000:  0.80%
• Next $1,500,000:  0.60%
• Next $1,000,000:  0.50%
• Remaining balance:  0.40%
• $10,000 minimum balance required.
• Administrative fees are assessed monthly based on the average daily fund balance. (Minimum of $200.00 annually.)

Next Steps
Set up a time to speak with us about your non-profit organization’s needs. Contact President & CEO David Pamperin by phone at 920.432.0800 or by email at davidpamperin@ggbcf.org.