Investment Options
Investment Options to help grow your charitable giving
Whitefish Community Foundation offers a variety of investment options, each of which is designed to meet a range of philanthropic goals and time horizons. Each of our investment pools are carefully designed to maximize return and minimize volatility. Investments are monitored regularly by the community foundation’s experienced investment committee, Investment Advisors, and staff.
As a fund advisor, you may allocate to one or more investment pools, and you may change the investment allocation once per year or upon a significant change in charitable goals and time horizon for depleting the fund. The community foundation will maintain your fund’s investment allocation through regular monthly re-balancing.
Quarterly Investment Reports
BALANCED POOL
LONG-TERM GROWTH
INVESTMENT OPTIONS
Outside Investment Managers
Funds over $1M also have the option of recommending an outside Professional Investment Manager. The Investment Manager must be approved by the Investment Committee and meet reporting requirements. Please contact Alan Davis for more information 406-863-1781.
*Variance Power. Donations to the Great Fish Community Challenge are subject to the variance power described in Treas. Reg. Sec. 1.170.A-9(f)(11)(v)(B)(1), as amended from time to time. Pursuant to the variance power, the Whitefish Community Foundation Board of Directors shall have the power to modify any restriction or condition on the distribution of funds for any specified charitable purpose or to specified organizations, if in their sole judgment (without the approval of any advisor, trustee, custodian, or agent) such restriction or condition becomes, in effect, unnecessary, incapable of fulfillment, or inconsistent with the charitable needs of the Community Foundation.