Benefits of Pooled Investments

1
Benefits of Pooled Investments

• Increased rate of return
• Diversified portfolio
• Lower investment fees

2
Benefits of Affiliate Funds

• Separate records
• Investment policy
• Professional managers
• Pooled investments

3
Affiliate Funds

• Spending Policy

4
Grantmaking

• How does it work?
• Affiliate advises the distributions.

5
Update on Legislation Iowa Values Fund
6
Questions? Contact us!

• Nancy Van Milligen
• CF of Greater Dubuque
• 700 Locust Street
• Dubuque, IA 52001
• 563.588.2700
• nancyvanm_at_dbqfoundation.org

• Johnny Danos
• GDMCF
• 1915 Grand Ave.
• Des Moines, IA 50309
• 515.883.2626
• danos_at_desmoinesfoundation.org