Financial Management

Investing in the Future of our Community...

Financial Management

Donors and friends of the Foundation David Simmons and Beth Obenshain.

Donors establishing a fund with us receive all the benefits offered by the foundation including administrative and record keeping services, timely distribution of grants and assistance in identifying grant opportunities for donors with donor-advised funds. Our endowments are managed in accordance with an Investment Policy administered by the foundation's Investment Committee. Funds are pooled and distributed to our money managers for investment in accordance with this policy. Our managers include:

  • JSW Financial
  • National Bank
  • StellarOne Wealth Management
  • Wells Fargo Advisors

The foundation also works with American Funds.

Our Track Record

We're proud to partner with our money managers in providing sound, secure investment of charitable dollars for long-term growth. Our staff is happy to provide you with detailed information on the performance of our investment pool and our policies. 

     2005-2010 Returns

                                    CFNRV                  S&P 500

      2005                       7.25%                     4.9%

      2006                       12.95%                   15.79%

      2007                       6.95%                     3.53%

      2008                       (30.84)%                (38.49)%    

      2009                       24.93%                   23.5%

      2010                       11.1%                     12.8%                                  

donors