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.

How to Help With Hurricane Recovery Efforts

The devastation of hurricanes Harvey and Irma has launched a surge in charitable giving to assist those impacted by the catastrophic storms. Currently, attention is appropriately focused on providing immediate relief including shelter, food, water and other basic needs. In our experience with disaster recovery, we have learned the majority of initial funding following a disaster targets these immediate relief efforts. Disaster events also create many long-term recovery needs including rebuilding homes, businesses and infrastructure, and mental and physical health issues that can last for months and even years.

If you would like to contribute to the hurricane recovery efforts, following are charitable funds providing support for both early relief and long-term recovery efforts.

Hurricane Harvey

Hurricane Irma

Find more information on when, how and where to give following disasters at the Center for Disaster Philanthropy. If you have a donor advised fund at the Oklahoma City Community Foundation, you can recommend a grant to one of these recovery funds by logging into your DonorCentral account or calling us at 405/235-5603.