You can trust the Community Foundation of Broward to steward the philanthropic assets in your charitable Fund so they are ready when needed. Clear responsibilities, independent decision making and separation of duties are some of the key parts that make the Community Foundation an outstanding fiduciary.

Endowment Investment Strategy

The Foundation’s investment philosophy is to earn a return that allows Fundholders to make meaningful grants while growing their endowed principal for increased giving power as time goes on.

Our investment objectives:

  • Grow principal of endowed Funds.
  • Achieve long-term returns in excess of grantmaking and the rate of inflation.
  • Earn investment returns that meet or exceed performance benchmarks.
  • Carefully balance risk vs. return.
download Endowment Investment Strategy
Financial Reporting

As a public charity, we adhere to the highest standards to operate in the public view and the public interest. Our financial documents available for review include:

Want to learn more?

For questions about our financial information, please contact Chief Financial Officer/Chief Operating Officer, Carol Dorko at or 954-761-9503.