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.
