Benefit from superior advisory services and lower investment fees by investing your endowment through us.
We can handle the investment of your endowment funds. Our investment pool more than $21 million is directly managed and constantly monitored by professional, highly qualified investment managers. In addition, pooling funds offers economies of scale with lower investment and transaction fees while maintaining a fully diversified portfolio.
The Community Foundation of Harrisonburg & Rockingham County will determine gains, losses and allowed distribution amounts for you, helping to ensure the viability of your endowment for future generations. Our accounting system was specifically designed with charitable foundations in mind and is able to quickly and efficiently allocate investment activity, produce reports as needed and maintain asset allocations. An online donor portal gives you 24-hour access to view activity in your invested funds and make distribution requests.
Read about our investments to learn more about our strategies and policies, our investment managers, as well as options for investing your funds.
We can manage the back-office services for your fundraising campaign.
Fundraising and planning for capital improvements creates a mountain of work. Often overlooked in the excitement of planning such a campaign is the additional toil and drudgery that goes into accounting for, depositing, receipting and tracking the funds once they start pouring in. Our fee structure for these services is minimal and can be reviewed on our Administrative Fees for Fundraising Funds Policy. We cannot do the fundraising for you, but we can handle the back-office work so that you can concentrate on the very important job of raising more money. We will do all we can to help you reach your fundraising goals:
- Receipt your funds
- Track pledges
- Provide activity reports as needed
We can help you with complex charitable contributions.
The Community Foundation of Harrisonburg & Rockingham County routinely handles and receipts gifts of stocks, mutual funds and IRA distributions. We stay current on regulations and requirements related to valuing and receipting these types of gifts. In addition, we can serve as the conduit for anonymous donors. By giving through TCFHR, we can ensure the anonymity of the donor.
We assess a minimal fee for our nonprofit services.
At The Community Foundation of Harrisonburg & Rockingham County we wish we could provide these services for free. However, like you, we have to pay rent, staff and other operations costs to provide our services. We do keep our fees on agency funds as low as we possibly can. See our Administration Support Fee Policy for more information. Please note that our fees count as part of the tax deductible gift amount from the donor.
Include your events on our Nonprofit Community Events Calendar!
The Community Foundation of Harrisonburg & Rockingham County maintains a calendar for the community listing all nonprofit events reported to us. Email Ann with your event details and we will add it to our calendar.