Investment Committee

Investment management is crucial to The Community Foundation of Harrisonburg & Rockingham County operations. TCFHR has assembled a highly qualified team of investment managers, staff and a dedicated Investment Committee to safeguard our community’s assets now and in the future. Investment committee members are chosen for their expertise in finance in addition to their knowledge of our community and its needs. The Investment Committee meets at least quarterly to review investment returns, monitor TCFHR’s financial status and ensure our investments are in compliance with TCFHR’s asset allocation model. In addition, the investment committee develops and monitors investment policies.

Have questions for The Community Foundation?

Latest News

Psst: Don’t forget about charitable gift annuities

Psst: Don’t forget about charitable gift annuities   Certain…

FAQs: A snapshot of clients’ tax-time charitable giving questions

FAQs: A snapshot of clients’ tax-time charitable giving questions The…

What happens when I leave a bequest to my fund at The Community Foundation?

What happens when I leave a bequest to my fund at The Community…

Big or small, every gift matters

Big or small, every gift matters Simplicity, efficiency, and…

Estate planning: One of the best ways to show you care

Estate planning: One of the best ways to show you care  Money,…

Clean slate: Tips for charitable giving in 2024

Clean slate: Tips for charitable giving in 2024 A new year…

Providing guidance for loved ones about your charitable giving

Providing guidance for loved ones about your charitable giving Whatever…

Planned giving pointers

Planned giving pointers As you’ve chatted over the years…

Tax law twists and turns: Five developments impacting charitable giving

Tax law twists and turns: Five developments impacting charitable…