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.
Happy New Year! Your Fund Activity Statement for the period ending December 31, 2020 is available below. The Investment Performance Report with time-weighted returns from Mason Investment Advisory Services (Mason) is available here.
This year marks the 25th anniversary of your Community Foundation. You will soon be hearing about some exciting changes, including a big technological update that will improve your fund-advisor experience.
I hope you will join us on February 5th at noon for a special 21st Annual Unsung Heroes Virtual Celebration, recognizing nonprofit volunteers of the year. You can join us on Facebook or CFFK.org (no need to RSVP).
Please know that we are here for you. You can believe in our commitment to being the trusted place to invest funds for the future of the Florida Keys. Equally important is our commitment to our relationship with you and helping you meet your philanthropic goals. Both our Chief Financial Officer Mark Songer and I are available by phone (305-292-1502), email, or for a Zoom call. We always enjoy hearing from you.
At Your Service,
Jennifer McComb, President and CEO
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.