Investment Information

 

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

At a minimum, The Foundation 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 that is possible.

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

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

 

It's Our Mission

The principal mission of The Community Foundation is to enhance the quality of life in the communities served by the establishment of permanent endowments for the cities of Lynchburg and Bedford and the counties of Amherst, Appomattox, Bedford and Campbell, with income distributed annually to charitable organizations within the community.

Get In Touch

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