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.
Your Fund Activity Statement for the quarter ending March 31, 2021 is available below. The Investment Performance Report with time-weighted returns is available here.
I am delighted to let you know that the Community Foundation now has its long-term funds managed by Fidelity Investments. Our Board of Governors reviewed investment opportunities and chose Fidelity for its strong reputation. Fidelity’s philosophy aligns with our commitment to be the trusted place to invest for the future of the Florida Keys.
The Community Foundation is committed to our relationship with you and helping you meet your philanthropic goals. Please email me here or call on my direct line at 305-809-4991 at your convenience. Hearing from you always makes me smile.
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.