How We Invest

How We Invest

The Foundation invests its assets to support the community’s current needs while providing resources for future generations to address emerging needs. We take a diversified approach with long-term goals for growth and income.

Financial Snapshot


Finance Committee

The Foundation ensures investment oversight by meeting regularly with our finance committee, which is made up of members with experience in business and finance:

  • Dave Kerr, Chair
  • Lisa French – Board Chairperson
  • Mike Juby
  • David Neal
  • Bill Southern
  • Ken Vogel

Investment Pools

The investment pools we offer are below.

Reno County Impact Investment Pool

The assets are invested 100% in our impact investments. Limited to 5% of a donor’s fund.

Equity Pool

Invests in large equity funds providing exposure to growth, value and small capitalization companies as well as a very limited allocation to non U.S. funds. As with any equity investing, some volatility is expected.

Bond Pool

Provides funds with lower volatility than the equity pool. These assets are primarily invested in a broad range of fixed income securities managed by leading mutual funds.

Interest Pool

Provides funds with minimal volatility. These assets are primarily invested in high quality short-term fixed income securities.

Full copies of the investment policy, current investment pool allocations, spending policy, outside management policy, Form 990, Form 990-T if one is filed, and audited financial statements are available by contacting us.

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Aubrey Abbott Patterson
President & CEO