The Winston-Salem Foundation is a unique financial steward. One focus is that the charitable dollars entrusted to us be available in perpetuity, requiring long-term investment strategies. On the other hand, the Foundation also works to maximize dollars available today so that our endowment holders and Board can distribute these resources to invest in the community. Our collaboration with investment partners has helped make both efforts possible.
The Foundation has worked to diversify asset allocation and set high performance standards for investment managers. We maintain a commitment to a total return investment philosophy, including a 5% spending policy, to ensure the ongoing viability of funds. Any investment return earned over the spending limit is added to principal, thus combating inflation, overcoming down markets, and even growing endowments, all for the benefit of grantees.
Managing the Foundation's growing asset base is a key component of its philanthropic stewardship, and a positive foundation has been laid for future asset growth.
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Our Financials
