Investment Performance & Committee
Since 1969, the Oklahoma City Community Foundation has served as central Oklahoma’s leading advocate for building endowment funds through support from donors and sound investment and distribution strategies.
Our Commitment to the Future
Our Investment Policy
- Capital preservation
- Inflation Protection
- Continuing source of Annual Distribution for Charitable Purposes
- Investment Return in the Top Third of Professionally Managed Funds
How Do We Invest Funds?
- Historically, our investment fees are less than 15 basis points (15/100 of 1 percent), which is much lower than the typical fee for managed funds or mutual funds.
- For advised funds and affiliated funds with a balance of $250,000 or more, we also offer a 100% equity investment pool, which has greater equity exposure compared to the general pool.
How Do We Distribute Funds?
The majority of our permanent endowment funds receive annual distributions of 5% of the fund’s average market value for the previous 12 quarters
What We Offer
Make an Impact
Our various fund types provide your clients with a wide variety of opportunities to make an impact, varying from legacy funds that are an excellent estate planning tool to gift funds that are great for tax planning.
Create a Legacy
Whether your clients are looking for a way to leave a legacy or planning for retirement, we offer many tools and resources to help you and your clients along the way.
