Investment of Charitable Assets

In managing a variety of charitable funds for the benefit of San Luis Obispo County residents, The Community Foundation has developed a thoughtful investment policy to protect our charitable assets under management. Our fee schedule accommodates the required services, including administration, grantmaking, reporting and banking activities of each fund. The Board of Directors reviews and determines fees on an annual basis.

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Heidi H. McPherson Chief Executive Officer (805) 543-2323