Investment Performance

For over 50 years, the Community Foundation has helped people give with purpose, strengthening Memphis and the Mid-South.

We make giving easier and more impactful by matching your generosity with the causes and community you care about most.

We offer solutions and resources to donors and the professionals who advise them to help you give smarter and do more good.

We offer funding opportunities that helps nonprofits and students create positive change and build futures.

When you get involved with the Community Foundation, you join a group of people committed to Memphis’s future.

Learn more about the philanthropic hub that connects capital with the solutions that make our community thrive.

Investment management

With $1.1 billion in charitable assets under management, we take seriously the responsibility of stewarding our fundholders’ resources with prudence and care.

Guided by investment consultant Prime Buchholz and a local volunteer committee of seasoned investment professionals, we rely on informed manager selection and disciplined asset allocation. Our goal is to deliver the returns donors expect and to grow charitable capital for maximum community impact.

Nine people, eight men and one woman, stand in a row inside a well-lit room with large windows and white walls. Dressed in business casual attire, they smile at the camera, reflecting a team focused on performance and investment. — Investment Committee members Lon Magness, Robert Gooch, Bob Fockler, Jay Healy, James West, Jim Witherington, and Duncan Miller with Catherine Powers and Brian Pimentel of Prime Buccholz.

Investment philosophy and performance

Fund holders may select among nine distinct investment pools with varying goals and levels of diversification. You can recommend that we invest your funds in any of these pools, or any combination of the pools.

2025 Investment Briefing

We invite you to watch the conversation originally recorded April 22, 2025, about market outlook, fund performance, and investment choices at the Community Foundation, featuring Prime Buchholz, the Community Foundation’s investment consultant.