The Community Foundation of Greater Lakeland adds value to agency endowment programs by offering an investment program and planned giving services that small and midsized nonprofits cannot duplicate through their individual efforts. Partnering with the Community Foundation to grow your endowment allows your agency to focus its valuable staff and board time on the organization's mission efforts rather than investment management and technical planned giving responsibilities.

The Community Foundation employs an experienced CFO and has state-of-the-art accounting software designed specifically for the fund accounting needs of a community foundation. Your agency will receive a quarterly fund statement showing investment performance, new gifts, distributions, and the amount available for distribution.

Designing an investment policy, selecting an Investment Committee, and performing an extensive, thoughtful investment advisor search can be a major distraction for any agency. Many agencies get sidetracked with these duties and spend little time actually promoting and soliciting endowment gifts. The Community Foundation has an exceptional Investment Committee that steadily monitors our performance.

Perhaps the most compelling reason for an agency to work with the Community Foundation is to create a true partnership in the effort to build the agency's endowment. The Community Foundation serves as a vehicle for outsourcing planned giving duties that involve complex assets, gift annuities, and trust arrangements. We are here to help you build an endowment and protect the future of your nonprofit organization.