THANKS A MILLION! NORTH STATE GIVING TUESDAY 

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 The Sharpes Group, Morgan Stanley Private Wealth Management, Graystone Consulting  and overseen by our volunteer Board of Directors and Investment Advisory Committee. 

Read more about our Financial Investment Advisor/Consultant, Brian Sharpes, CIMA, Director, Private Wealth Advisor, Investment Management Consultant at Graystone Consulting, 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.

 

Investment Documents

Investment Policy Statement

Administrative Fee Schedule

Quarterly Returns and Benchmarks

 

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