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INVESTMENT GUIDELINES

As a trusted advisor, you know many of your clients are interested in leaving a legacy in their community and can receive generous tax benefits through charitable giving. The Community Foundation of Northwest Missouri, Inc. works with professional advisors to enrich the charitable giving strategies of their clients. Our dedicated team can help you find the best solutions for your clients, and we offer a variety of giving options.

​The Community Foundation of Northwest Missouri, Inc. investment objectives are to maintain and increase the assets donors have invested in our pools producing a solid return for distribution. This means donors can meet current community needs through philanthropy and charitable giving.

​The Community Foundation can offer flexible options for investment management of funds to ensure the donor is pleased with the investment. Donors may select their own investment manager for their funds with The Community Foundation if they desire a different manager.

​A volunteer group of qualified financial professionals and investment savvy individuals makes up the Finance & Grant Committee. This group is responsible for oversight of The Community Foundation’s investments and investment managers, and the Committee reports to the Board of Directors on investment matters, including the acquisition, disposition, administration, and management of investments and the performance of investment managers.

Please note: The Community Foundation of Northwest Missouri, Inc. has no wealth managers on staff and does not consider themselves investment managers. We offer use of our investment pools to donors at their sole discretion. We are not financial advisors or CPA’s.

© 2020 Community Foundation of Northwest Missouri | Created by Ashley Coats