Donors

Stewarding Your Investment

Here for 

good

Deeply rooted, the Greater Green Bay Community Foundation is a place where investments are made to enhance the quality of life today and for generations to come.

We invest your funds wisely, transparently, and prudently to support charitable giving now and for generations to come.

Our Board of Directors has delegated oversight of the Portfolio to the Greater Green Bay Community Foundation Investment Committee. This Investment Committee of seasoned experts, in partnership with Hirtle Callaghan, our chief investment officer, provide a portfolio strategy that accounts for the long-term nature of the Community Foundation.

Here’s how our investments are

managed

Our primary investment objective is to maintain and grow the purchasing power of the portfolio while attempting to limit volatility in year-to-year spending. This is accomplished when we achieve an annualized total return (net of fees and expenses), through appreciation and income, equal to or greater than the rate of inflation (as measured by the broad, domestic Consumer Price Index) plus any spending.

Our Investment Committee believes that investing in assets with higher return expectations outweighs their short-term volatility risk. The majority of assets will be invested in equity or equity-like securities, including real estate (REITS). Commodities will be used primarily as an inflation hedge and for further diversification.

Fixed income and low volatility/absolute return strategies will be used to lower short-term volatility and provide stability. Cash is not a strategic asset of the portfolio but is a residual to the investment process and used to meet short-term liquidity needs.

Our Investment Committee exercises prudence and appropriate care in accordance with the Uniform Prudent Investor Act (UPIA). UPIA requires fiduciaries to apply the standard of prudence “to any investment as part of the total portfolio, rather than to individual investments.”

Our Committee manages the portfolio as a prudent investor would, in light of the purposes, scope, objectives and other relevant circumstances, as well as exercising reasonable care, skill, and caution while being applied to investments of the portfolio as a whole and the overall investment strategy. Our committee has a duty to diversify the investments and perform to fundamental fiduciary duties of prudence, loyalty, and impartiality.

The Community Foundation utilizes the constant growth spending model for our endowed funds.

JON KUBICK CPA
Chief Financial Officer

Questions

Contact Jon Today
920.432.0800

More Information about Advised Funds

Fund Guidelines
Sample Contract
Establishing a Fund

Integrated investment

partnership

Hirtle Callaghan, our Chief Investment Officer

Through a Chief Investment Officer (CIO) model, Hirtle Callaghan functions as an extension of our team, partnering with our staff, board members, and volunteer Investment Committee members, who are local experts in investment and finance. This natural integration with our current team will continue to ensure our investment performance supports our community for years to come.

 How we do the most good

Hirtle Callaghan leverages its sophisticated investment capability, purchasing power, access to skilled managers, responsiveness, and transparency to ensure portfolio decisions are made to achieve our investment goals.

Investment Committee  

members

Patrick Murphy, Chair

Jill Enos

Pat Hogan

Rob Kim

Tim Kneeland

Larry Lindsley

Mark Radtke

Mike Simmer

Kurt Voss

Dennis Buehler, President & CEO

Jon Kubick, CFO

Patrick Murphy, Chair

Jill Enos

Pat Hogan

Rob Kim

Tim Kneeland

Larry Lindsley

Mark Radtke

Mike Simmer

Kurt Voss

Dennis Buehler, President & CEO

Jon Kubick, CFO

View our GGBCF

asset

allocation model

Download our 2021

report

Online

Online

Log in to your dashboard at any time.

Email

Email

You can email your grant request to Annie Dart.

Phone

Phone

To make a grant recommendation, please call 920-432-0800.