To ensure that the goals of the Foundation for Excellence in Mental Health Care continue to be met, the board of directors uses a comprehensive Investment Policy that provides for prudent asset management.
An investment team composed of Excellence Board members and experts from Gerber/Taylor and CFWNC provides consulting and recommendations on Excellence investment activities. Our capacity to achieve our goals is directly tied to the preservation and growth of our financial assets. The investment funds currently available to FEMHC donors (beyond a money-market cash investment) are the CFWNC Multi-Manager fund and the CFWNC Conservative Allocation fund.
While each fund is accounted for separately, the assets of Excellence are pooled for investment purposes, yielding significant economies of scale. Investment managers are charged with maintaining and increasing the inflation-adjusted value of endowed funds with the goal of meeting charitable distribution and grant-making needs.
A complete list of administrative fees is available here.
The Foundation for Excellence in Mental Health Care is a registered 501c3 charity.
Donations to any of our funds are tax-deductible to the full extent of the law. Tax ID: 27-4682873. A copy of our latest 990 may be obtained here or by contacting:
Excellence, Attn: Finance
8532 SW St. Helens Drive, Suite 250
Wilsonville, Oregon 97070
Or by writing to the Oregon Department of Justice, Charitable Activities Section,
1162 Court Street NE
Salem, Oregon 97301-4096