Nonprofit endowments and reserve funds

The Community Foundation of Greater Memphis offers nonprofit organizations in the Mid-South an opportunity to invest alongside the foundation’s other assets in its diversified family of investment pools. The result is the best possible investment solution for an agency’s long-term financial assets. Benefits include:

• A long-term track record of investment returns
• Outstanding diversification and risk mitigation in our investment portfolios;
• The expert advice of Gerber/Taylor Associates, Inc., our investment consultants;
• The flexibility to move between investment options quickly and at no additional cost; and
• Low fees which are less than those available for comparable services.

Accessibility of funds

Agencies may access any or all of their funds at any time. There is never any penalty for liquidity. All agencies have access to their fund information online 24/7. Agency partners may also change investment pools at the end of any month.  

Experience in handling complex gifts

Agency donors may contribute directly to the agency’s fund in a variety of forms, including publicly traded or privately held stock, real estate, life insurance, retirement plans and charitable remainder trusts.

Getting Started

A new fund is created through a written agreement between the nonprofit organization and the Community Foundation. The minimum amount to open a new nonprofit fund is $25,000.

For more information, email Frank Horrell or call him at (901) 722-0027.