Investing in the Future of our Community...
Donors and friends of the Foundation David Simmons and Beth Obenshain.
Donors establishing a fund with us receive all the benefits offered by the foundation including administrative and record keeping services, timely distribution of grants and scholarships, and assistance in identifying grant opportunities for donors with donor-advised funds. Our endowments are managed in accordance with an Investment Policy administered by the foundation's Investment Committee. Funds are pooled and distributed to our money managers for investment in accordance with this policy. Our managers include:
The foundation also works with American Funds.
Our Track Record
We're proud to partner with our money managers in providing sound, secure investment of charitable dollars for long-term growth. Our staff is happy to provide you with detailed information on the performance of our investment pool and our policies. Contact us at 540-381-8999 or email firstname.lastname@example.org.