Investment Management

Individuals, families, corporations and nonprofit organizations trust the Arizona Community Foundation to invest and manage charitable assets because of our 39 years of experience and proven track record for securing positive returns.

The size of the Arizona Community Foundation’s holdings assures substantial efficiencies and economies of scale as well as access to asset classes and investment managers not generally available to smaller, individual funds. Charitable funds are charged investment management and oversight fees. The Investment Pools document provides more information about fees associated with each of the investment pools.

The ACF investment program

The objective of the Arizona Community Foundation's prudent and diversified investment program is positive long term returns:

  • To grow assets through capital appreciation.
  • To preserve the purchasing power of the asset base.
  • To fund ACF’s grantmaking and operations.

For additional information, download the overview titled ACF's Investment Program: The Basics [514Kb].

Strategic management

The Investment Policy Statement is ACF's primary strategic document concerning management of the organization's investments.

Download ACF's Investment Policy Statement

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