Investment Management

The Community Foundation of Southern Wisconsin exists not only to encourage community-based philanthropy but also to maximize the endowed charitable investments of our donors. Each year the Community Foundation builds on the endowment growth from the previous year.  As a result, the Community Foundation’s capacity to award grants increases each year.

With the assistance of our investment managers, our investment committee has created a highly diversified and sound long-term investment approach.

All of our investment managers, listed below, are from our Southern Wisconsin service area and are actively involved in the mission of the Community Foundation through service to their clients:
  • First National Bank & Trust of Beloit
  • Johnson Trust
  • BMO Harris Bank N.A.
  • Union Bank & Trust
  • US Bank
  • Wisconsin Bank & Trust

The finances of the Community Foundation of Southern Wisconsin, Inc. are managed according to the Financial Accounting Standards Board for not-for-profit organizations. Our fiscal year begins July 1. A complete set of audited financial statements, prepared by Wegner CPA is available upon request or click here for a PDF of the June 30, 2013 audit.