Category Archives: Investment Performance

Investment Strategy: Increased Returns Yield More Dollars for Charity

In managing permanent endowments for the benefit of the community, the Oklahoma City Community Foundation follows investment practices designed to enhance long-term growth while also providing sustainable, annual distributions to charity. For the fiscal year ending June 30, 2017, the investment performance for our pooled investments was 11.08 percent. This investment growth not only helps to increase the value of the endowments we administer, but also allows the funds to distribute more grant dollars to charitable purposes in the community.

In Fiscal Year 2017, the Investment Committee made changes to the general pool’s investments in an effort to sustain endowment distributions to the community amidst potential lower future returns. These changes included:

  • Increasing allocation to equities
  • Replacing active equity managers who failed to meet benchmarks with passive index funds at significantly reduced fees
  • Adding alternative asset classes including real estate investment trusts and master limited partnerships

Read more about the Oklahoma City Community Foundation’s multi-pronged approach to increase potential future net returns in our 2017 Investment Performance Report.

2016 Annual Report

Forty-seven years ago, John E. Kirkpatrick and a group of forward-thinking community leaders took a bold and pioneering step. Embracing an innovative idea of securing lasting charitable support through endowment, they created a foundation for the community. They planted the seeds of support that grew into an enduring community resource, enabling caring individuals to make a charitable impact for years to come.

Nearly a half-century later, we remain committed to the original vision of our founders. We believe that philanthropy is a collaborative effort and that by working together, we can add value to your philanthropic passions to create lasting change for our community.

Our 2016 Annual Report recognizes our community’s generous donors and highlights the collective impact we’ve made during the fiscal year that ended June 30, 2016. But it also shares the stories of donors who believe that together we have the power to make a real difference.