Policies & Fees

We value your trust in us to mange charitable investments in our community. We aim to make our policies and fees clear and transparent for our donors and the nonprofits and professional advisors who work with us.

Policies

Confidentiality Policy

Conflict of Interest Policy

Gift Acceptance Policy

Investment Policy Statement

Non-discrimination Policy

Privacy

Social Media Policy

Spending Policy

Whistleblower Policy

Account Types and Fees