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Investments

In adhering to prudent business practices as recommended by the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and to the benefit of all endowed and managed fund holders, Shasta Regional Community Foundation’s philanthropic capital is professionally managed under consultation and advisement with Golden Gate Group, UBS Institutional Consulting and overseen by our volunteer Board of Directors and Investment Advisory Committee. Read more about our Financial Investment Advisor/Consultant, Brian Sharpes, CIMA, Managing Director of Investments (LINK) at Golden Gate Group, or contact us for more information.

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.


2016 Total Assets and Expenses

 

Investment Documents

Investment Policy Statement

Administrative Fee Schedule

Quarterly Returns and Benchmarks

Power of Endowment 100K

 

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