North Carolina Community Foundation

4601 Six Forks Road, Suite 524
Raleigh, North Carolina 27609
(919) 828-4387
(800) 201-9533
Fax: (919) 828-5495

Use our affiliate map to locate
your local NCCF office

Asset Managers

The North Carolina Community Foundation recommends that donors choose the Longleaf Fund as their investment vehicle. However, new and existing donors still have the option to recommend that their fund be invested with a specific asset manager from the following list who has a considerable relationship with the Foundation and typically has a local presence in communities across our state. Relationships with these firms have been established to encourage involvement in directing charitable giving to the Foundation.

>>	Asset Managers
	Bank of America BB&T Edward Jones Trust Company First Citizens Bank Merrill Lynch Trust Company Pax World Balanced Fund Raymond James Financial Services, Inc. UBS Securities U. S. Trust Company Wachovia Bank, N.A.

Blended Yield

For the period ending June 30, 2007, the blended yields of the NCCF’s asset managers were:

	Latest
	3 months	1 year	3 years
NCCF	4.03	14.66	8.77
Benchmark	3.50	16.40	9.24

>> Recent Financial Statement
>> Asset Growth Over Time
>> The Longleaf Fund
>> Asset Managers
>> Spending Policy
>> Investment Policy (PDF)

4601 Six Forks Road, Suite 524 Raleigh, North Carolina 27609	(919) 828-4387 (800) 201-9533