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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, July 2019:
Your Quarterly Fund Activity Statement for the period ending June 30, 2019 is available below. The most recent Quarterly Investment Performance Report is available here.
Our goal is to allow endowment funds to make consistent grants of 4.25% of the average fund balance, including adjustments for inflation. The 10-year investment performance exceeds our goal.
The 2018 CFFK audited financial statements are now available. This year the footnotes feature expanded disclosures regarding the investment portfolio and endowment funds. We encourage you to review this report to obtain a better understanding of how our investment policy is implemented.
As a Fund Advisor and significant partner, I want to make sure you know about an upcoming transition at CFFK. After 15 years as President and CEO, I will be retiring at the end of the year. The Board has engaged a national search firm to ensure a smooth and successful transition. I value your partnership and friendship and look forward to speaking to you further about this in the coming months. You can read the public announcement here.
Our goal is to provide you the best service in managing your fund investments and grant distributions. Please do not hesitate to contact us 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.