Our Finances & Investment Strategy

The Community Foundation of Burke County is committed to careful stewardship of charitable assets, balancing long-term growth with consistent distributions to support community needs. Endowed funds are invested with a long-term perspective, preserving purchasing power, managing risk, and ensuring sustainability for generations to come. Spending follows a board-approved policy that balances current needs with the health of each fund.

Investments are overseen by the CFBC Investment Committee and managed through a diversified structure that includes The Bank of New York Mellon and an internally managed fund. The Atlanta Consulting Group serves as investment consultant, providing guidance and independent analysis to the Committee and Board of Directors.

Through professional oversight and disciplined management, CFBC ensures that every dollar entrusted to the Foundation is used responsibly to support Burke County - today and for the future.

Jordan N. Greene, Chair