Strong Performance and Low Overhead

With an administrative overhead of less than two (2) percent, we effectively work with a team of professionals to put your dollars to work for the community.

Investment Strategy

As a community foundation, the Three Rivers Community Foundation holds the charitable endowment for this community in perpetuity. As stewards of our donors' funds, we have three main investment priorities:

1. Uphold fiduciary responsibility, 2. Maximize income commensurate with preservation of principal, and 3. Maximize long-term growth of principal while avoiding excessive risk.

You must have Adobe Acrobat Reader® installed on your computer to read the PDF documents below. You can download Acrobat Reader, free of charge, at Adobe's Web site.

	Investment Performance.pdf (216 KB) - This details the Three Rivers Community Foundation's investment returns over the years as well as the fees per each type of fund.
	Asset Allocation.pdf (20 KB) - This details the Three Rivers Community Foundation's asset allocation by style.