INITIATIVES

Sparking change to address key community issues.

We serve as a community catalyst and connector to help address our county’s most pressing issues. Our unique role as a community convener allows us opportunities to take leadership and drive change in key areas.

Moriah Ellis

Director of Community Initiatives

mellis@givinggreater.org

563-264-3863

AREAS OF FOCUS

Short-Term Liquid Portfolio

This is our most conservative investment model portfolio and is most applicable for the investment of short-term assets when liquidity and security of principal are the primary goal and investment return is secondary. Short-Term Liquid Portfolio Returns: 10-Year Average Rate of Return: 1.50% 10-Year Compounded Annual Growth Rate: 1.45% 2023 Rate of Return: 3.31% 2024 October Rate of Return: 0.35% 2024 YTD Rate of Return: 4.69%
Conservative Portfolio

This is a long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. This model portfolio provides the opportunity for long-term assets to be invested with a strong conservative bias yet provide potential growth that has historically been attributed to equity securities. Conservative Portfolio Returns: 10-Year Average Rate of Return: 5.38% 10-Year Compounded Annual Growth Rate: 5.18% 2023 Rate of Return: 12.36% 2024 October Rate of Return: (2.03%)% 2024 YTD Rate of Return: 7.34%
Active Portfolio

This is a long-term investment portfolio and consists of a mix of fixed-income investments and increased security allocation to equity investments and is most applicable for investment of assets that are seeking long-term growth to accomplish donors' charitable goals. Active Portfolio Returns: 10-Year Average Rate of Return: 6.98% 10-Year Compounded Annual Growth Rate: 6.55% 2023 Rate of Return: 14.00% 2024 October Rate of Return: (2.23%)% 2024 YTD Rate of Return: 10.40%
Dynamic Portfolio

This is a bolder “growth-oriented” long-term investment portfolio and consists of a mix of fixed-income investments and equity investments to accomplish donors' charitable goals. Dynamic Portfolio Returns: 10-Year Average Rate of Return: 7.79% 10-Year Compounded Annual Growth Rate: 7.09% 2023 Rate of Return: 15.79% 2024 September Rate of Return: (2.29%) 2024 YTD Rate of Return: 11.54%

YOUR INVESTMENT MAKES A DIFFERENCE

The trust so many have in the Community Foundation is evident in the generosity of community donors and the continual growth of our assets as we serve hundreds of charities and thousands of residents each year. These investments provide the opportunity for our community to thrive and grow today, and for many years in the future.

2023 Impact Statistics:

total assets

$71

million

community funds

296

total donations

million

total granted

$10.4

million

$722
thousand