Investment Documents

The Foundation’s Investment Policy Statement guides our Invesment Program, giving direction to the Investment Committee of our Board of Directors.  The investment Committee meets quarterly with our Invesmtnet Consultant, Mercer Investment Consulting.

The following documents describe various aspects of investing with the Foundation:

Disclosure

Privacy Policy

Investment Agreement Letter

Investment Letter of Agreement PIMCO ST Fund

stockbond transfer instructions

Our Investment Brochure provides additional detail about the Foundation Investment Program.  Contact Us to learn more or to schedule a time to meet with you.