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.

Eleven people, including two women and nine men, stand smiling in a group outside a building with stone walls and large windows. Dressed in business casual or business attire, they exude confidence and camaraderie—reflecting a team committed to investment excellence and outstanding performance.
Investment Committee members (l-r) Lon Magness, Dianne Mall, Duncan Miller, John Ueleke, Brian McBride, John Sadlow, Christopher Coleman, James West, Jim Witherington, Bob Fockler, and Jay Healy

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.

2026 Investment Briefing

We invite you to watch the conversation originally recorded April 9, 2026, about market outlook, fund performance, and investment choices at the Community Foundation, featuring Prime Buchholz, the Community Foundation’s investment consultant.