Investment Information

Investment Information

CommunityGiving invests the assets of funds so that the earnings and appreciation can be used for future grants. The assets of each fund will be combined with other funds of CommunityGiving and our partner foundations for investment purposes. CommunityGiving currently offers a strategic (balanced) pool, a moderately conservative pool, a socially responsible pool and a money market investment option--and donors have the option of recommending an investment manager through the Investment Partners Program.

Fundholders have online access to fund activity for the selected period through the donor portal.  Click on Access Your Fund in the upper right corner on this website to be taken to the donor portal. Investment results are posted on a monthly basis by the following month end.

Statements

Most Recent Quarterly Investment Returns

  • Download Statement

Strategic Pool Quarterly Statement

  • Download Statement

Moderate Conservative Pool Quarterly Statement

  • Download Statement

Socially Responsible Investment Pool

  • Download Statement

Investment Partners

Financial advisors committed to the belief that charitable giving is an important dimension of client services can now partner with CommunityGiving through the Investment Partners Program.

 

The program helps advisors assist clients with their charitable giving goals by connecting their clients with CommunityGiving's charitable giving planning services and knowledge of community needs and local nonprofit organizations. Clients who establish a fund at CommunityGiving or one of our partner foundations may recommend that CommunityGiving involve their partnering advisor in the management of the fund's assets.

  • AIS Planning
    Jason Hallonquist
    Cathy Juilfs
  • American Heritage Wealth Management
    Aaron Green
  • Ameriprise Financial
    Mike Gagnon, CFP®, CFS
    Mike Kloubec, CFP®, CRPC®
    Kevin Max, ChFC®
  • Bremer Trust, N.A.
    Keith Finstad
    Kurt Hunstiger
    Jeff Schultz
    Jennifer Schwieters
    Susan Voeltz
  • Edward Jones
    Jeanne Ashburn
    Matt Boenish
    Troy Molitor
    Marty D. Radi
  • Granite Financial, LLC
    Laurie Humphrey, RICP®, BFA™
  • Proviant Group, Inc.
    Barclay G. Carriar
  • BerganKDV
    Adam D. Heathcote
    Paul Radeke
  • Laraway Financial Advisors, Inc.
    Chris Wayne
  • Ledge Wealth Management
    Gina Bartell
    Kurt Durrwachter
    Kevin Kluesner
  • Mahowald Financial Partners
    Tom St. Hilaire
  • Raymond James Financial Services, Inc.
    Eric Weiberg, CFP®
  • RBC Wealth Management
    Keith Laundenbach
    Jay Loch
    Schluchter Investment Group
    Wheelock Investment Group
  • Schannep Investment Advisors
    Robert D. Wright, Jr.
  • UBS Financial Services
    Darin Amundson
    Jeffrey P. Baumgartner
    Mike Karl
    Rosemary Windschitl
  • US Bank Private Client Group
    Peter Spaniol
    Brian Fierst
    Greg Nelson
    Lori Rebischke
    Theresa Hatanpa
  • Wealth Enhancement Group
    Mark Parrish, CFP®
  • Wells Fargo Wealth Management Group
    Dean Adelman
    John Elliot
    Lori Lewandowski
    Julie Nelson

For more information about the Investment Partners Program, please contact us at (320) 253-4380.