Investment information

Investment philosophy & performance

The Community Foundation of Greater Memphis functions both as a fiduciary and a charitable organization. With approximately $410 million in charitable assets, we have an obligation to manage those assets responsibly to ensure that we have resources to meet community needs for decades to come.

We offer four primary investment pools for charitable assets. Donors may recommend the pool that fits best with their charitable plans. Each pool is professionally managed with oversight provided by the Foundation's Investment Committee and investment consultant Gerber/Taylor Associates, Inc.

Investment pools and investment returns

To view all our investment options at a glance, click here for a downloadable PDF.

Click here for the most recent quarterly investment returns.