Investment Philosophy

The Winston-Salem Foundation is a unique financial steward.  One important focus is that the charitable dollars entrusted to us be available in perpetuity, which requires long-term investment strategies.  However, the Foundation also works to maximize dollars available today so that our endowment holders and the Foundation Committee can distribute these resources to the community.  Our close collaboration with investment partners has helped make both of these goals possible.

The thoughtful stewardship of these assets is a critical responsibility.  The Foundation's Finance and Investment Committee, comprised of Foundation Committee members and local professionals with investment and financial expertise, is responsible for all aspects of investment activities, including investment policy, asset allocation, and performance review.  This committee holds the Foundation's approved investment managers to the highest standards of ethical behavior and professional performance.

The Foundation has worked to diversify asset allocation and has set high performance standards for investment managers. We maintain a commitment to a total return investment philosophy, including a 4.0% spending policy to ensure the ongoing viability of funds. Any investment return earned over the spending policy and fees is added to the principal, thus combating inflation, overcoming down markets, and growing endowments for the benefit of grantees.
Managing the Foundation's growing asset base is a key component of its philanthropic stewardship as the Foundation continues to build on its strong history for future asset growth.


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