Your Investment Options
We offer a variety of investment options to help you meet your philanthropic goals, all carefully constructed to maximize return and minimize volatility.
Risk-free / Short-Term Options
Are you risk adverse, or do you plan on making significant grants in the near term? Our ultrashort-bond options offer minimal interest rate sensitivity with low risk.
Intermediate & Short-Term Options
Do you plan to make immediate grants, or have an investment window of less than seven years? Our diversified options are designed to provide moderate growth and liquidity.
Long-Term Options
Does your investment horizon extend to a decade or more? Our balanced fund options are actively managed with an approach that aims to optimize long-term growth.
Talk with us about which investment option and type of fund may best fit your philanthropic goals.
Contact Joseph Collin, VP of Philanthropy, at (203) 750-3211 or JCollin@FCCFoundation.org.
24/7 Access to Your Giving
Our donor portal offers round-the-clock access for fundholders and advisors to view balances, transaction history, and pending grants. You can also use the portal to recommend a grant from your donor-advised fund – or, if you’re unsure of where to direct your grants, view our lists of local nonprofits.
Meet Our Oversight Committees
We have put financial controls into place across our operations to ensure that donors’ investments are properly managed and safeguarded.
Finance Committee
This committee oversees Fairfield County’s Community Foundation’s annual budget process, as well as investment activities and financial planning.
Christopher Whitney, Chair
Ed Ford
Clay Fowler
Carolyn Gonzalez
Christopher Johnson
Audit Committee
This committee oversees our annual audit and tax filings, monitors accounting policies and practices, and oversees our risk management and Whistleblower Policy.
Nate Yordon, Chair
Ralph DePanfilis, CPA
Christopher Whitney
Investment Committee
This committee recommends and monitors adherence to the Community Foundation’s Investment Policy.
Steve Edwards, Chair
Dwain A. Carryl
Kieran Cavanna
Young Chang
David Harmston
John Suhler
John Zhang
Christopher Whitney
Explore Our Financial Policies & Investment Results
Resources for Professional Advisors
Explore ways we can help you serve your clients’ philanthropic needs, and meet our Professional Advisors Council – a network of local experts working across the fields of law, accounting, financial planning, insurance, investment, and wealth management.
Need more information about our financials? Contact Bill Andrews, Chief Financial Officer, at BAndrews@FCCFoundation.org or call (203) 750-3214.
