Investment and Financial
In 21 years, The Community Foundation has grown to $21 million in funds under management. Thanks to the generosity of our region’s citizens and our sound investment strategies and oversight, this charitable investment serves as a powerful community asset.
Please call Teri McNally, Executive Director, if you would like to request a copy of our annual audit. We are also happy to provide information regarding investment managers, administrative fees and investment or oversight. For Community Foundation 990’s and Annual Reports, please visit our Publications page.
The Community Foundation's Investment Committee
Click here to download and review The Community Foundation's Investment Policy.
Mr. Benjamin Maxwell, Chair
Mr. Stuart Ashton
Mr. Harry D. Dickinson, PhD, CPA
Mr. Daniel I. Hansen
Ms. Catherine Wack
Mr. Keith Wampler, CPA
BB&T Wealth Ms. Marcella Brescia and Ms. Christine Thomas
The Keddie Group of Davenport, LLC Mr. Regis Keddie
The Mason Companies Ms. Allison Gormier
Raymond James/Cooper Financial Group Mr. Douglas Cooper and Mr. Joshua Cooper
Union Wealth Management~ Mr. Josh S. Cohen, CFA
Wagner Wealth Management of Davenport & Company Mr. Aric Wagner