Community Giving

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 receive an annual statement of the fund's activity each July after the end of our fiscal year. Quarterly statements are available online via the donor portal by the end of the month following the end of each quarter (December 31, April 30, July 31 and October 31).

View the Latest Quarterly Returns for each investment option.

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.

Our Partners

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

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