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CFFK is pleased to provide this online special feature for our Fund Advisors — the individuals and organizations that have funds at CFFK. Fund statements and new messages will typically be posted here by the 20th of the month following the end of each quarter. Please let us know if you have difficulty accessing your statements or navigating through this special section.
Message from Dianna Sutton, April 2017:
Your Quarterly Fund Activity Statement for the period ending March 31, 2017 is available below. The most recent Quarterly Investment Performance Report is available here.
We would like to remind you that last November the asset allocation of the endowment pool was changed with the long term goal of preserving principal while allowing for consistent grants to be made at the recommended 4.0% spending policy rate. If you expect to make grants significantly in excess of the recommended spending policy amount (calculated on 4% of the average fund balance over the last 12 quarters), then this new asset allocation may not be the right investment choice to meet your goals. We’re happy to speak with you about your plans for grants and whether there is an alternative investment pool that may better align with your future grant requirements. Please give me or Mark Songer a call at 305-292-1502 to set up a time to discuss your plans with us.
We are working to provide you the best service in managing your fund investments and grant distributions. Please do not hesitate to contact Mark or me if you have any questions.
Dianna L. Sutton, President and CEO
If you have questions about CFFK, your fund, or fund statement, please call 305-292-1502 or contact us here.