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Central Valley Community Foundation

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Fund Management

Since our inception in 1966, we’ve been entrusted to steward and support the philanthropy of the Central Valley, knowing that future generations benefit from our stewardship and rely on each dollar invested with us. We are honored to play this role, and it is one we don’t take lightly.

Depending on your fund balance and if you’d like your fund invested or to remain liquid, we collect between 0.5%-2% annually. As an added benefit to opening a fund with us, the minimal fees we collect are reinvested in our region through our community impact work. See our Community Impact. 

The Foundation Investment Committee members are Foundation Board Members and local volunteers with significant business, accounting and investment management experience. The committee is responsible for the investment management of our portfolio. The Foundation retains SEI, a global provider of asset management, investment processing and investment operations solutions. With over 48 years as a leading innovator in wealth management, SEI has $648 billion in assets under management or administration. 

Our fundholders have the option to keep their assets liquid, have their investment manager advise, or choose from one of our investment pools.

The Long-Term Pool is the Foundation’s primary investment vehicle for endowment funds and other funds intended for long-term growth. The Pool includes assets intended to boost risk-adjusted return and moderate market downsides, which are available only to institutions with substantial assets. Through this Pool, the Foundation offers these asset classes to its donors and partners.

The Short-Term Investment Pool is maintained by the Foundation for funds that require principal preservation while accepting a limited amount of risk in order to seek a rate of return greater than that of Treasury bills. The Pool is entirely invested in fixed income securities and is not intended for long-term fund growth.

The Social Impact Investment Pool favors investment in companies with strong environmental, social, and governance (ESG) ratings. In addition to screening investments, the Foundation has arranged to vote in shareholder elections for the Pool’s U.S. equity holdings. 

The Low Cost Investment Pool minimizes management fees while providing exposure to the domestic and overseas equity markets. This pool is intended to achieve long-term fund growth but provides little downside protection during periods of market volatility. In addition to equities, the Pool includes a substantial fixed-income asset allocation with the goal of mitigating investment risk.

Download our most recent Fee Schedule

Which fund is right for you?

Use our interactive tool to determine which fund best fits your needs and desires.

Simply answer a few questions.

This form will lead you through a series of questions to help you find the correct fund type for your intended giving.

Looking for a Fiscal Sponsorship?
A fiscal sponsor is a relationship between an individual or group managing a charitable project or purpose and a tax-exempt organization.
Do you want to grant to the same organizations each year?
Are you a nonprofit opening a fund with your own resources?
This would be a Designated Org Fund
This would be an Agency Fund
This would be a Custodial Agency Fund
Do you want to make grant recommendation and investment decisions about your fund?
Would you like to make grants for scholarships?
Are you interested in funding a specific area of interest?
A specific area of interest refers to a charitable purpose broader than particular charitable organizations. Examples can include broad purposes such as supporting higher education or the arts and more narrow purposes such as cancer research, caring for needy children in a particular town, or providing transportation for low income seniors.
This would be a Field of Interest Board
This would be an Unrestricted Fund
Is the fund advised by a committee?
Does the donor manage the committee?
Separate identification can be related to fund name or fund contributions
Would you like to make grants for scholarships?
Are you interested in funding a specific area of interest?
A specific area of interest refers to a charitable purpose broader than particular charitable organizations. Examples can include broad purposes such as supporting higher education or the arts and more narrow purposes such as cancer research, caring for needy children in a particular town, or providing transportation for low income seniors.
Outside committee?
This would be a Field of Interest – Outside Fund
This would be a Field of Interest – Inside Fund
This would be a Donor Advised Fund
Donor merely recommends committee?
Donor advice solely given as a committee member?
CVCF's 501(c)(3) used to received contributions to the fund?
Will the Central Valley Community Foundation be used to receive contributions because the project or charitable purpose does not have a 501(c)(3)?
Will the Central Valley Community Foundation manage this project?
This would be a Designated Project
Project short term or is new/desires 501(c)(3)?
Please call (559) 226-5600 and ask for one of our donor services team members or email donorservices@centralvalleycf.org.
Strategically aligned with CVCF priority areas?
(Education, Economic Development, Neighborhood / Place-based)
This would be a Fiscal Sponsorship Type 1
This would be a Fiscal Sponsorship Type 2
Technical assistance needed?
This would be a Fiscal Agent Fund
Group exemption desired?
This would be a Group Exemption Fund
Public charity status desired?
Please call (559) 226-5600 and ask for one of our donor services team members or email donorservices@centralvalleycf.org.
This would be a Support Org
Please call (559) 226-5600 and ask for one of our donor services team members or email donorservices@centralvalleycf.org.
This would be a Scholarship Board
This would be a Scholarship Fund
This field is for validation purposes and should be left unchanged.


To request recent fund performance information

DonorServices@centralvalleycf.org 

 Reports & Disclosures

  • The Foundation 990 Form (2021)
  • 2020/2021 The Foundation Audited Financial Statement
Central Valley Community Foundation

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Contact

1260 Fulton Street
Suite 200
Fresno, CA 93721

(559) 226-5600

info@centralvalleycf.org

Tax ID 77-0478025

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