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 How We Work With You Create a Fund Policies and Fees Fundholder Login Insiders Archive
