Fund Administration

Fund Administration2018-12-06T19:22:38+00:00

The Community Foundation of Shelby County has the ability to handle traditional and unique granting, the knowledge to address simple and complex requests and the experience to listen and to offer options that accomplish your client’s goals.  Our objective is to make giving easy and rewarding for your client.

We will create proposals customized to your clients interests and will provide presentations to individuals, families or groups that want to know more about giving to the community through the Community Foundation of Shelby County.  Please contact Marian Spicer at (937) 497-7800 or mspicer@commfoun.com

Historical Investment Pool Summary as of Sept. 30, 2018
Pool Performance Report as of Sept. 30, 2018
Spending Policy
Fee Schedule
Agreement Information
Glossary of Terms