Our investment policy is carefully guided and directed by our Board of Directors to assist the Greater Lynchburg Community Foundation in more effectively supervising and monitoring the investment and reinvestment of its assets, and to provide guidance to the investment managers of those assets.

At a minimum, the GLCF expects to achieve a total return that covers its spending requirements, while at the same time achieving in the long term the highest total return possible.

Each investment manager is expected to invest available funds with care, skill, prudence, and diligence. The current asset allocation policy of the GLCF is as follows:

  • Equities: 55% - 70%
  • Fixed Income: 20% - 40%
  • Alternative Investment: 0% - 5%
  • Cash: 0% -20%

 

It's Our Mission

The Greater Lynchburg Community Foundation works to solve our community’s greatest challenges by providing grants and scholarships, and by helping individuals, families, and organizations create their charitable legacy.

Get In Touch

  •   The Greater Lynchburg Community Foundation
      1100 Commerce Street
    Lynchburg, VA 24504
  •   434.845.6500
  •   434.845.6530 fax

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