Investments

Shasta Regional Community Foundation’s funds are professionally managed for growth over time and overseen by our volunteer Board of Directors and Investment Review Committee. Annual audit reports are available by request.

Objectives

• Stability of principal
• High current income
• Current income with potential growth of income and capital
• Maximum total return from capital appreciation and income
• Maximum capital appreciation

Performance

Donors receive semi-annual statements detailing the balance of their short-termed or endowed funds, including contributions, grants and investment activity for the fiscal year-to-date. The Community Foundation’s fiscal year is July 1 – June 30.

Donors may contact the Community Foundation for performance summaries.

Fees charged

To support management of donated charitable assets, we charge administrative contributions based on the fair market value of funds being managed. Read our Administrative Contribution Schedule (514KB PDF) for a summary of our fees.

Are you ready to invest in our community? Read our Guide to Giving (728KB PDF) to learn more.

Investment documents

• Investment Policy Statement
• Administrative Contribution Schedule