Invest With Us

Grow your assets

Strengthen your nonprofit’s future by investing reserve, capital, or endowment funds with the Community Foundation’s diversified pools—built for long-term growth and stability.

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

Nonprofit Funds

Nonprofits can choose the Community Foundation to manage their reserve, capital, or endowment funds. Benefits include:

• Our long-term track record of investment returns
• Outstanding diversification and risk mitigation in our investment portfolio
• The expert advice of Prime Buchholz, our investment consultants
• The flexibility to move between investment options quickly and at no additional cost, and
• Low fees, which are less than those typically available for comparable services.

The minimum amount to open a new nonprofit fund is $25,000. Nonprofits may access any or all of their funds at any time. There is never any penalty for liquidity. All agencies have access to their fund information online. Nonprofit partners may also change investment pools at the end of any month.

Agency donors may contribute directly to their fund in a variety of forms, including publicly traded or privately held stock, real estate, life insurance, retirement plans, and charitable remainder trusts.

Project Funds

Project funds are established for short-term use by organizations involved in collaborative efforts or by state-chartered nonprofits waiting for the Internal Revenue Service to approve 501(c)(3) status.

Programs sponsored by fiscal agents are welcome to establish a project fund, with a signed memorandum of understanding between the applicant and fiscal agent. The Community Foundation of Greater Memphis will not act as a fiscal agent.