Committed to Excellence
At the Community Foundation of Greater Chattanooga, we help you achieve your philanthropic goals using sound financial principles and thoughtful stewardship.
As a 501(c)3 public charitable organization, we take pride in providing clear, transparent information about our financial position, and adhere to the highest standards to operate in both the public view and public interest. It’s part of our commitment to our donors and to the communities we serve.
Available Investment Pools
Our donors have a variety of options when investing their charitable assets at the Community Foundation. We can help you pick an investment pool that makes the most sense for you, your family, and your goals.
Long-term Investment Pool
This Pool would be appropriate for donors who have a long-term objective and are comfortable with periodic volatility.
The Pool will be managed from a long-term perspective with a focus on above market risk-adjusted total return, current income to meet required distributions, and stability of principal. The Investment Consultant is expected to utilize tactical asset allocation strategies, when appropriate, to take advantage of cyclical trends in the capital markets. The overall approach to the portfolio will be dynamic, emphasizing good relative performance. Positive absolute returns are another investment objective.
Long-term Investment Pool
Short-term Investment Pool
This Pool would be appropriate for donors for whom capital preservation and current income are the primary objectives.
This Pool will be invested in short term Treasuries and securities issued by Federal agencies. The investment strategy is designed to generate current income with minimal principal volatility.
Short-term Investment Pool
Indexed Growth Pools
This Pool would be appropriate for donors who have a long-term objective, are comfortable with periodic volatility, but would prefer access to low cost index funds.
The Pool’s assets will be allocated in a diversified manner across multiple exchange traded funds (“ETFs”). The overall allocation to equities will remain fixed at approximately 75% of the Pool’s market value, with the balance invested in fixed income and cash (when appropriate). The overall objective is to achieve above market risk-adjusted total return, current income to meet required distributions, and stability of principal without active management.
Indexed Growth Pools
SRI Pools
SRI refers to “Socially Responsible Investing”. This pool would be appropriate for donors who have a long-term objective, are comfortable with periodic volatility, and seek to align their investments with certain values.
The Pool will be managed entirely with a SRI focus, using ESG (“Environmental, Social, & Governance”) metrics and other impact investing strategies, and from a long-term perspective with a focus on above market risk-adjusted total return, current income to meet required distributions, and stability of principal. The Investment Consultant is expected to utilize tactical asset allocation strategies, when appropriate to take advantage of cyclical trends in the capital markets. The overall approach to the portfolio will be dynamic, emphasizing good relative performance. Positive absolute returns are another investment objective.
SRI Pools
Individually Managed Funds (“IMF”) Program
Under CFGC’s IMF Program, donors have the option to retain the services of a preferred advisor for their fund. Assets would not be commingled with other donors.
Each IMF advisor/manager will be subject to approval, review, and ongoing monitoring by CFGC’s Investment Committee. Each IMF will be required to comply with CFGC’s Investment Policy. Generally, each IMF should be managed from a long-term perspective with a focus on above market risk-adjusted total return, current income to meet required distributions, and stability of principal. More information about this option is available upon request.
Individually Managed Funds (“IMF”) Program
Financial
Documentation Library
We are happy to answer any of your financial or investment-related questions.
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