Financial Information

The Foundation makes good financial sense for you by providing:

  • Substantial tax advantages
  • Low administrative costs
  • Professional stewardship of assets
  • Charitable interests preserved in perpetuity

Portfolio Composition
Our portfolio results are competitive, with a typical endowment fund invested as follows:

  • 22.7%  S&P 500 Index
  • 19.3%  International Equity
  • 4.9%  Small Cap Growth Equity
  • 4.9%  Small Cap Value Equity
  • 14.2%  Intermediate Fixed Income
  • 34%   Alternatives

* The typical endowment asset strategy represents the Foundation’s target allocation. Due to the nature of alternative investments, the assets may not be fully invested at this time.

Investment Returns (as of June 30, 2014)*
For a typical endowment net of fees:

  • Year-to-date return:     16.2% 
  • 3-year return:               8.8%
  • 5-year return:               12.0%

*NOTE: Posted returns are audited for the months of March, June, September and December. Returns posted as of any other date are preliminary and unaudited.

Cabinet of Professional Advisors:

Clint Crocker
Barry Evans Josephs & Snipes

Craig DeLucia
Ernst & Young LLP

Jennie Derby
Northwestern Mutual

Leila Evans
Solamere Advisors

Tim Flanagan
HF Financial

Jessica Hardin
Robinson Bradshaw & Hinson, P.A.

James C. Hardin III
James C. Hardin III, PLLC

Carl King
Culp Elliott & Carpenter, P.L.L.C.

Leah Maybry
Elliott Davis

Billy Morton
U.S. Trust-Bank of America Private Wealth Management

Andrew Nesbitt
Nesbitt Law

Robert Norris
Wishart Norris Henninger & Pittman

Karen Owensby
Wealth Management Associates, Inc.

Eric Ridenour
Colony Family Offices

Darrell Shealy
Johnson Allison & Hord

Jason Sykes
SunTrust Bank

Sandi Thorman
GreerWalker, LLP

Brad Van Hoy
Moore & Van Allen

Mitchell Wickman
Merrill Lynch