How We Invest

The Communities of Coastal Georgia Foundation manages a pooled investment fund comprised of a combination of equity, fixed income, and selected alternative investments designed to mitigate risk while employing a total return approach. The purpose of the Fund is to preserve the principal value of the assets and provide an acceptable level of capital growth to respond to the current and changing charitable needs in the community foundation’s geographic area of interest. The fund is invested under the guidance of the Finance/Investment Committee of the board and reviewed quarterly. SunTrust Foundations and Endowments Specialty Advisors work with our staff and committee.

pdfClick here for a copy of the Foundation's Investment Policy.