The Licking County Foundation holds the charitable endowment for our community in perpetuity, and takes seriously its stewardship responsibility as a manager of the assets that make up the community's endowment. Every donation, no matter the size, reflects an implicit trust in Licking County Foundation's ability to invest resources wisely in accordance with each donor's charitable wishes. The Finance and Investment Committee of the Governing Committee has oversight responsibility for the Foundation’s investments. It meets quarterly and continually monitors the performance of the Foundation's investment managers, Edward Jones and Park National Bank.

The Licking County Foundation provides donors with investment options for preservation of capital (for funds that will be expended within a short time, such as project funds), and growth and income (for donors who want their gifts to continue to grow). Both of our investment managers perform to our standards and are required to adhere to our investment policies and benchmarks. 

Contact us for a copy of our investment policy.

Other Investment Relationships

In some instances, Licking County Foundation may agree to work with other investment management firms, investment consulting firms, and investment custodians or trustees for donors with $500,000 and above in assets under management. The Foundation’s Governing Committee must appoint all of these investment advisors; and approve investment policies which establish guidelines for the management of the Foundation’s assets.