MY FUND

Please note: If you have a fund through Greater Horizons, please visit www.greaterhorizons.org and log in through the "My Fund" page.

how a fund works

Don't yet have your own fund to organize your generosity? Funds range in size from a few thousand dollars to tens of millions of dollars, so click here to get started!

Investment Program

Two ways to participate:

You may choose to have your trusted financial advisor manage your fund.

OR

You may select your own mix using one or more of the Community Foundation’s investment pools, which include Alternative Investment, Equity, Fixed Income and Money Market.

• Alternative Investment Pool Objectives (36KB) 
• Equity Pool Investment Objectives (44KB) 
• Fixed Income Pool Investment Objectives (26KB) 
• Money Market Pool Investment Objectives (24KB) 

Investment Recommendation Form (1.5MB)

Fund investment philosophy

The responsibility for managing the Community Foundation’s investment portfolio is vested in the Foundation's Board of Directors through its Investment Committee. This committee works closely with professional staff and the Community Foundation’s investment advisors to set policy, establish performance benchmarks and continually monitor the performance of the Community Foundation’s portfolio against these policies and benchmarks.

The Community Foundation’s investment philosophy reflects three fiscal objectives:

• Preserve capital
• Earn competitive total returns within risk tolerances established by the Community Foundation
• Preserve purchasing power by striving for long-term returns, which either match or exceed the annual grant distribution requirement, fees and inflation

Upon request, the Community Foundation will make available the names of our investment managers, fees charged (including investment and administrative fees), governing body and appointees responsible for investment. Requests should be sent to gray@gkccf.org.

Investment Committee

• Karen Daniel
  Investment Committee Chair
  CFO & Executive Vice President, Black & Veatch
• William M. Lyons
  Former CEO, American Century
• Fred G. Mitchell
  President, Mitchell Capital Management
• Bob Regnier
  President, Bank of Blue Valley
• Bill Taylor
  Ernst & Young, Retired Partner

Investment Reporting

As part of the basic services provided to donors, you will receive reports on fund information, including investment performance.

Investment Performance Summary - July 2010 (43KB)
Investment Performance Summary - 2nd Quarter 2010 (553KB)
Investment Performance Supplemental Report - 2nd Quarter 2010 (75KB)