How We Invest Your Gift
Trusted stewardship, enduring philanthropic capital
For more than a half-century, generous New Hampshire individuals, families and businesses have entrusted their philanthropic assets to the Charitable Foundation. Because the Foundation is a steward of these assets on behalf of the community for today and forever, we will seek to achieve both community goals and financial return in our investment strategies.
The Foundation has a track record of strong investment performance across changing economic times. We seek the best possible return while working to align our investments with our purpose and values and avoid undue risk — maximizing dollars available to fund critical work in New Hampshire communities today, while prudently maintaining and growing those resources to maintain an enduring source of philanthropic capital.
Our Board of Directors and Investment Committee oversee our investment pools and are assisted by Cambridge Associates, the Foundation’s investment consultants.
How do you want your charitable gift managed? We offer five investment options to meet your philanthropic goals. We can help you give in perpetuity or retain maximum liquidity for immediate giving, invest your gift in efforts that are strengthening local communities or even have your current advisor continue to manage the funds.
Select an investment strategy that best suits your philanthropic goals. Investment management fees range from 0-0.79 percent. See our fee schedule by type of philanthropic fund. See a comparison of our investment options.
We're here to help
Please be in touch to discuss ways to simplify your giving and amplify its impact
- Michael Wilson
- Chief Investment and Financial Officer, Senior Vice President
- 603-225-6641 ext 230
- Email Michael