Endowed funds held with Orange County Community Foundation are invested under a strategic allocation policy and the advice of professional consultants. Allocations and other practices are reviewed on a quarterly basis, and adhere to a structured distribution policy.
The diversified mix of large and small cap domestic equities, international equities, domestic fixed income, and cash investments provide for maximum growth and sustainability.
Current investments include those managed by Vanguard Index 500, ICAP Equity, INTECH Risk Management Group, T.Rowe Price Small Cap Stocks and International Growth and Income, and Dodge and Cox Income. Consultant is Capital Cities of Indianapolis, Indiana, and the custodian is Charles Schwab.
Gifts of stock and other securities may be easily transferred to the Foundation’s investment account to establish a gift or create a new fund. Contact us for more details by calling 812.723.4150.