Investment Policy

The Findlay-Hancock County Community Foundation currently stewards more than $103 million in assets.

The Foundation’s Investment Philosophy is to:

  • Preserve future value of capital, strive for consistent annual return
  • Achieve a long-term return which meets or exceeds inflation, plus spending for operations and grants
  • Earn the highest possible return given the risk tolerance established by The Community Foundation

To allow for a more stable and predictable flow of funds available for distribution in the community, the spending rate is set based upon the average of the market value of the Foundation’s total earning assets over the preceding 12 rolling quarters. The current spending level is set at 4.5% to support the Foundation’s operations and grant programs.

Still have questions about The Community Foundation’s finances? Contact Karen Smith at (419) 425-1100.