Fund Management

The NCF offers an efficient investment platform designed to address the long-term needs and objectives of those we serve. Pooled with other community foundations, more than $250 million is currently under our investment platform. Together, we leverage our expertise and sound financial management to maximize your investment. 

Our services are strengthened by the experience and knowledge of our veteran investment professionals and experienced business leaders. Creating a portfolio that maximize performance opportunities, providing oversight for our funds and alleviating you of the responsibility of portfolio management. 

Our investment platform is designed to meet your unique financial and philanthropic goals:

• Gain access to top investment managers and alternative investment strategies traditionally only available to large funds.

• Leverage the experience of our independent investment advisors for the highest level of stewardship and portfolio oversight.

• Participate in a diversified investment portfolio with more than 1,000 charitable funds.

How gifts are received and funds are invested

Community foundations accept gifts of various sizes and types from private citizens, local corporations, other foundations and government agencies. Many types of gifts, such as real estate, stock, and insurance, can be contributed to a community foundation. Gifts are also made from bequests and by living donors through various types of funds and deferred giving vehicles. Although community foundations range greatly in asset size, all funds are invested in diverse portfolios and the management of these funds is a cornerstone of community foundation work. All community foundations share the common goal of serving donors, nonprofit organizations, and the community as a whole.

Open a Fund

 By opening a fund with Northshore Community Foundation, you make an even greater impact. Providing expert giving solutions while supporting transformative community projects is what we do:
• A range of gift fund options
• Simplifying the process
• Giving solutions for individuals, families, corporations and nonprofits
• Maximizing tax benefits
• Increasing the power of every charitable gift

Types of Funds

DONOR OR CORPORATE ADVISED FUNDS

The number one option for donors who value freedom, flexibility, and choice, Donor Advised Funds offer a hands-on approach to philanthropy and are ideal for those wanting to give to multiple organizations and programs throughout the year. MORE

FIELD OF INTEREST FUNDS

Through a Field of Interest Fund, donors can support specific areas of concern with these mission based funds that give grants to support efforts as determined by the purpose of the Fund. MORE

SCHOLARSHIP FUNDS

Through a scholarship fund at the NCF, you can help students pursue their educational dreams. You may choose to award a scholarship to students attending your alma mater, studying a subject you care about, or both. MORE

ORGANIZATION FUNDS

Other nonprofit organizations can take advantage of our sophisticated portfolio management. We offer this investment opportunity to our partners so their money can grow and their missions can be better served. MORE

DESIGNATED BENEFICIARY FUNDS

If you want to support a specific organization or organizations during your lifetime or endow your giving, a designated fund allows you to choose a charitable group to benefit from your fund. This type of fund ensures that the organizations you select will receive support regularly over a long period of time. MORE