Statement 06-30-2019
Statement 03-31-2019
Statement 12-31-18
Statement 09-30-18
Statement 06-30-18
Statement 03-31-2018
Statement 12-31-2017
Statement 09-30-17
Statement 06-30-17
Statement 03-31-2017
Statement 12-31-2016
Statement 09-30-2016
Statement 06-30-2016
Statement 03-31-2016
Statement 12-31-2015
Statement 09-30-2015
Statement 06-30-2015
Statement 03-31-2015
For more information about the Investment Partners Program, please contact us at (320) 253-4380.
The Foundation 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 the Foundation for investment purposes. The Foundation 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 Foundation's Investment Partners program.
Fund holders receive an annual statement of the fund's activity each July after the end of our fiscal year. Quarterly statements are available online via DonorCentral 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.
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 the Foundation may recommend that CommunityGiving involve their partnering advisor in the management of the fund's assets.
AIS Planning
Jason Hallonquist
Cathy Juilfs
Ameriprise Financial
Richard L. Anderson, MBA, ChFC®
Mike Gagnon, CFP®, CFS
Mike Kloubec, CFP®, CRPC®
Kevin Max, ChFC®
Marcus R. Max
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
Kenneth Schulte
Granite Financial, LLC
Laurie Humphrey, RICP®
Pat Hinds, CFP®
Proviant Group, Inc.
Barclay G. Carriar
Sandra S. Johnson
KDV Wealth Management
Adam D. Heathcote
Dave Hinnenkamp
Paul Radeke
Laraway Financial Advisors, Inc.
Steve Laraway
Fred J. Shermock, CFP®
Chris Wayne
Ledge Wealth Management
Kevin Kluesner
LifeSTAGE Wealth Management Group, LLC
Loren E. Liesemeyer
Mahowald Financial Partners
Tom St. Hilaire
New Era Financial/J.W. Cole
Shad Ketcher
Raymond James Financial Services, Inc.
Eric Weiberg, CFP®
RBC Wealth Management
Keith Laudenbach
Jay M. Loch
Brad Wheelock
Schannep Investment Advisors
Robert D. Wright, Jr.
Schluchter Investment Advisors
Wayne Schluchter
Jeffrey H. Voit, CWS®
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
Charles Murray, IV
Julie Nelson