Investment Policy

The Community Foundation preserves and protects your investments and charitable intentions forever. The unique power of endowments means that as your gifts grow, they continue to benefit the community now and in the future.  In order to accomplish this, CFGSWC's endowed funds are pooled together and invested for the long-term.  For a more thorough explanation, see our Investment Policy & Guidelines.
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Investment Policy and Guidelines
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Investment Returns


Investment and Administrative Fees

Due to the generosity of Virginia Brazeau and the Richard S. Brazeau Family Foundation, most of the administrative expenses of the Community Foundation have been underwritten with direct grant support since 1994. It was the intent of the Brazeau Family Foundation to support the asset growth of the CFGSWC to the extent that when an administrative fee would be assessed on all component funds beginning in 2002, the fee itself would be reasonable and provide for the ongoing support and growth of the Foundation. To that point, when determining a fair and equitable fee structure, the Board and Staff of CFGSWC studied the complexity of and support required by specific fund types. 

The Community Foundation is committed to providing professional administration and investment oversight to all of our component funds—in perpetuity. To do so, we ask that you consider your administrative fee a direct investment in the future of our organization and its ability to have a positive impact in the South Wood County area.

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Investment and Administrative Fees

If you would like any other financial information about Community Foundation of South Wood County, please click here or contact Jill Thornburg or Kelly Lucas.


Please Note:
The documents provided on this page are Adobe Acrobat files. If you do not have this software installed on your computer, you can download a free Acrobat Reader from the Adobe Web site.

People Who Can Help

Please call 715/423-3863, or for email, click on the staff person's name below:

Kelly Lucas, President & CEO


Dawn Neuman, CPA, Chief Financial & Operating Officer

Investment Information