Investments at the Vermont Community Foundation The Vermont Community Foundation invests for lasting impact—balancing today’s needs with long-term sustainability. Our approach combines a diversified Core Investment Pool with Vermontfocused mission investments, creating opportunities for greater philanthropic impact. Together, these strategies complement grantmaking and help ensure we can respond to emerging needs.
Investment Objective and Strategy Our objective is to keep grantmaking power growing by targeting returns that outpace inflation, fees, and a sustainable rate of grantmaking from the fund, all while carefully managing risk through a diversified portfolio. Our strategy stays steady through the ups and downs of the market, focusing on long-term goals, rather than short-term swings—so your fund can keep making an impact over time.
Investment Management Our investment program is guided by a dedicated investment committee, a sub-committee of the board made up of board members and other experienced local professionals who bring deep expertise and a strong commitment to Vermont. The committee works closely with Foundation staff, the board, and our investment consultant, Crewcial Partners, to review asset allocation, monitor performance, and select managers. Crewcial specializes in advising foundations and nonprofits, providing comprehensive world-class investment and portfolio management. Together, this team ensures your fund is managed with care, transparency, and a focus on maximizing your philanthropy for the long term.