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.
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.