Our Investments
Q4 2023 RETURNS
Download our fact sheet on investment pool returns for the period ending December 31, 2023. Included are quarter returns, 1-year returns, and 3-year returns.
Read the February 2024 update from our investing consultant, Tim O’Donnell of FEG.
We carefully nurture and steward gifts from donors for the communities they care about.
With every investment we make, we have one goal in mind: to put as many resources as possible each year back into the community to amplify good work across our region.
A return on the gifts you make
At the end of 2023, the Community Foundation's total assets were over $191.5 million, of which $150 million are permanently endowed.
Our Investment Committee, comprised of Quad Cities seasoned industry professionals, manage and invest the contributions you make to the Community Foundation. They work to invest for the long-term, mitigate risk, and provide a consistent flow of granting dollars into the community you call home.
We also partner with FEG Investment Advisors to oversee our investment structure. FEG is an independently owned, full service investment advisory firm serving Community Foundations across the nation.
HOW WE INVEST YOUR GIFTS
“The feeling I get by being part of such a giving and generous organization is amazing. I look forward to supporting the foundation and everything we stand for.”
Our investment strategy is set and monitored by the Investment Committee with long term objectives in mind. We strive to provide a consistent flow of funds for grantmaking and Community Foundation initiatives while minimizing risk and preserving the value of gifted assets.
Most endowed assets are invested in our primary endowment pool, the Long Term Pool. Pooling the assets provides funds of all sizes the benefits of diversification and lower fees, which means more philanthropic dollars going back into the community.
We also offer additional investment strategy options for endowed fundholders, the Strategic Growth Pool or a Socially Responsive Pool, for endowed funds. Non-endowed fundholders choose from a Money Market Pool, an Income Pool and the endowed pools listed above. Donors establishing a fund of $500,000 or more may also request participation in our Signature Investment Program. Contact Anne Calder, vice president of development, at (563) 326-2840 to learn more.
HOW WE INVEST IN THE COMMUNITY
The annual amount for endowed fund grantmaking is calculated at 4.5 percent of a fund’s trailing 20-quarter average at year end. We are committed to keeping administrative and investment costs low so we can steward your generosity in the best possible way. Read more about our spending policy here