Nonprofit Services

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