The fund is set up to except memorial donations to make grants for the assistance of wounded veterans.

Welcome

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, February 2018:

Your Quarterly Fund Activity Statement for the period ending December 31, 2017 is available below. The most recent Quarterly Investment Performance Report is available here.

The Board of Governors recognizes the significant and urgent needs of the Florida Keys community as we continue to recover from the impact of Hurricane Irma. For 2018, the recommended grant spending policy is 4.25% of the average balance of the prior 12 quarters. The grant budget for your fund is based on the recommended spending policy and is shown on the Fund Activity Statement attached.

We are continuing the opportunity for Fund Advisors to schedule one-half hour meetings one-on-one with Barry Beach from Mason Investment Advisory Services. Barry will be available beginning at 9:00 am on Thursday February 15th at the CFFK conference room. This is a great opportunity to learn how you can maximize your fund to meet your philanthropy goals and get answers to questions about CFFK investment policy. Please call Holly Allen at (305) 292-1502 to schedule an appointment with Barry Beach.

We are working to provide you the best service in managing your philanthropical investments and grant distributions. Please do not hesitate to contact Mark Songer or me if you have any questions.

Sincerely,

Dianna L. Sutton, President and CEO

Questions?

If you have questions about CFFK, your fund, or fund statement, please call 305-292-1502 or contact us here. 

Below are the most recent Fund Activity Statements for your fund. To access, select the link in the list below on the right, then click in the viewing box on the left.  

Statements