The Foundation invests our assets to support the community’s current needs while providing resources for future generations to address emerging needs. We use a well-diversified asset allocation strategy, executed through highly capable investment managers and index funds.
Read about our investment objectives, asset allocation, investment options, Vermont Investments program, and more in our comprehensive brochure: Investments at the Vermont Community Foundation or learn more by clicking on the links below.
Investments:
Investment Performance
Investment Oversight (Investment Committee)
Quarterly Investment Conference Calls
Mission investing at the Foundation (2007)
Financials:
2010 Form 990
2010 Form 990 - Grants Listing
2010 Audited Financial Statement
Verification of Nonprofit Status
For a complete list of investment managers, fees charged, and organizations or individuals responsible for investment oversight, contact Vice President for Finance & CFO Debbie Rooney at drooney@vermontcf.orgor (802) 388-3355 ext. 229.
