The Community Foundation 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.
Nonprofit organization funds
Nonprofits can choose the Community Foundation to manage their reserve, capital, or endowment funds. Benefits include:
- Our 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 typically available for comparable services.
Nonprofits 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. Nonprofit partners may also change investment pools at the end of any month.
Agency donors may contribute directly to their fund in a variety of forms, including publicly traded or privately held stock, real estate, life insurance, retirement plans, and charitable remainder trusts.
Project funds are established for short-term use by organizations involved in collaborative efforts or by state-chartered nonprofits waiting for the Internal Revenue Service to approve 501(c)(3) status. For more information, email(fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell or call him at (901) 722-0027.
Join the 70+ nonprofits that entrust the Community Foundation with the management their reserve, capital, or endowment funds. A new fund is created through a written agreement between the nonprofit organization and the Community Foundation of Greater Memphis. The minimum amount to open a new nonprofit fund is $25,000.
For more information, email(fhorrell [at] cfgm [dot] org) Director of Professional Advisor Development Frank Horrell or call him at (901) 722-0027.