Investment

The Community Foundation of Abilene’s Investment Committee:

  • Develops investment policies and investment portfolio strategies
  • Establishes asset allocation models and provides investment oversight
  • Invests all Foundation liquid assets, including endowed funds and pass-through gifts.
  • Regularly reviews investment performance to assure compliance with the investment policy as adopted by the Board of Trustees.

 

Members of the committee are:

Jack Rich, CPA, CFA Chair
Senior Vice President / CIO
Abilene Christian University

Dave Copeland, CPA
President
Shelton Family Foundation

Don Fitzgibbons, CPA
CFO
Jones Co. Ltd.

Scott Hibbs
President
Enprotec/Hibbs & Todd, Inc.

Kirk Massey
Investor/Owner
Challenge Management Services

Jeff Blanks, CPA
Vice President/CFO
Dodge Jones Foundation

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