MOST RECENT QUARTERLY INVESTMENT REPORTMOST RECENT QUARTERLY INVESTMENT REPORT

The Lutheran Community Foundation is committed to carefully managing all gifts to best serve its donors’ charitable interests. The Foundation posts its quarterly investment report in an effort to keep donors abreast of the overall performance of its diversified investment portfolios.

Download Quarterly Investment Report and Policies (December 31, 2013)

The board and staff of the Lutheran Community Foundation works closely with its investment advisor, Cambridge Associates, to set investment policies, establish performance benchmarks and continually monitor the performance of the Foundation's investment portfolio.

Portfolio Allocation Details (Download PDF)