The Community Foundation of Chippewa County is accountable to the communities we serve and is pleased to make available its governing documents, conflict of interest policies, confidentiality policy (donor privacy) and the most recent copies of our audited financial statements and IRS Form 990s. Copies of our IRS Form 990 are also available online at www.guidestar.org. Please contact the Foundation office if you would like to view these documents.
The Board of Directors and its Finance & Investment Committee are responsible for managing the investment process in a prudent manner with specific regard to preserving principal and providing reasonable returns. In carrying out these duties, the Board of Directors has retained Orgel Wealth Management to manage the assets of the portfolio. The role of Orgel Wealth Management is to provide guidance to the Board on matters pertaining to the investments of portfolio assets, including investment policy, investment selection, monitoring and ensuring portfolio performance and compliance with the investment policy statement.
All decisions pertaining to the investment policy statement and guidelines for the policy's implementation are made by the Board of Directors.