This page contains Fund Management resources for community foundations.
Dive into common issues community foundation staff face when managing component funds.
Community foundations can use this flow-chart when making fund agreement decisions.
The GIFT Snapshot Reports are compilation of data from Indiana community foundations entered into the CF Insights database.
Watch this video to be better informed on legal aspects of fund management.
Mason Investment Advisory Services discusses market history, as well as investment objectives, spending policy, asset allocation modeling, rebalancing, and portfolio volatility.