Our Careful Financial Stewardship

At Greater Hartford Gives Foundation, our financial stewardship and grantmaking work in tandem to create impact in the region. Our long-term investment results preserve our future spending power and allow us to provide a reliable source of funding for the community’s needs.

Financial Strength

Greater Hartford Gives Foundation’s endowment means that our organization stands on a secure financial foundation that ensures long-term stability and continued growth. This enduring strength empowers us to invest in meaningful initiatives and make a lasting impact in the communities we serve.

Our commitment to responsible stewardship and community-focused values allows us to address the emerging needs of the Greater Hartford region.

$1.2 Billion in assets

Total assets are comprised of both Trust and Corporate portfolios.

$54.8 Million in grants awarded to the community last year

Grantmaking for 1/1/24 – 12/31/24

$45 Million in donations last year

Includes all donors from 1/1/24 – 12/31/24

8.6% investment returns 1, 3, 5 year, and since inception returns

Investment Philosophy

5% spending policy

The current spending policy formula is calculated as follows: 5% of a trailing twenty-quarter average of the market value of each fund, provided that the resulting value falls between 4.25% (floor) and 5.75% (cap).

Investment Policy (PDF)

Questions? Contact our Finance team.

Bonnie Malley
Vice President for Finance and Administration

We are prudent long-term investors and maintain a broad diversification across multiple asset classes.

Our Investment Philosophy