Our Financial Record

Investment Philosophy, Strategy & Performance

The Hartford Foundation stewards a sizable permanent endowment designed to benefit the Greater Hartford community, both now and for generations to come. We constantly balance security and risk, protecting tomorrow's assets while addressing today's needs. Our goal is to provide sufficient funds for current grants while preserving the endowment's purchasing power.

The Foundation invests the endowment prudently, with long-term growth as our objective. Outside investment professionals, selected by trustee banks and the foundation's investment committee, manage the endowment. The allocation of the endowment among available asset classes is the key influence on our long-term investment results. Our current asset strategy includes 60% allocated to equities, 30% to fixed income, and 10% to alternative investments. The endowment's asset class market valves are rebalanced to long-term asset mix targets.

We invite you to review our policies and practices in greater detail in the Finance & Investments section of our website.

There you'll find more information about our:

  • Investment Policy
  • Asset Allocation
  • Investment Performance
  • Spending Policy
  • Fees
  • Audit

As with any business, nonprofit organizations must fund their administrative structure to ensure effective programs and services. The Foundation's administrative fees compare favorably with those of other institutions and companies that manage philanthropic funds – only .6% of total assets. In addition, our fundraising costs are low – in 2004, only 3% of contributions. Structured and run efficiently and effectively, the Foundation allows donors - and the causes they care about - to get the most for their money.
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In Professional Advisor Resources

Planned Giving Design Center

“I am continually impressed that the wisdom of its founders enables the Hartford Foundation to adapt to changing times and the needs of present donors. It can receive the assets of a private foundation while continuing the grantmaking purposes of the transferor, or provide life income through a charitable gift annuity or charitable remainder trust. In these and many other ways, the Foundation serves the needs and objectives of donors and the needs of the community.”

(John S. Murtha)

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