The Foundation’s mission is to promote philanthropy and build a permanent source of funds to improve the lives of all citizens in the central Mississippi area. To accomplish this, the Foundation utilizes an investment policy which aims to achieve the highest expected level of returns for a given level of risks.

The Investment Committee, which is appointed by the Board of Trustees, is charged with setting investment policies and strategies and then monitoring the results they produce. Our investment goal is not to "beat the market," but to achieve results consistent with our investment policies and objectives.

For endowed funds, long-term returns are sought to equal or exceed the sum of the fund's annual grant distributions, the Foundation's annual administrative fee, any investment or bank fees and the effects of inflation. The investment objective for non-endowed funds are tailored to fit the needs of each fund, depending on the length of time over which the fund is expected to be granted out.

Upon request, the Foundation will happily provide the names of our investment managers, detail of fees charged, names of members of our Investment Committee and a history of investment performance.