By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Privacy Preference Center

When you visit websites, they may store or retrieve data in your browser. This storage is often necessary for the basic functionality of the website. The storage may be used for marketing, analytics, and personalization of the site, such as storing your preferences. Privacy is important to us, so you have the option of disabling certain types of storage that may not be necessary for the basic functioning of the website. Blocking categories may impact your experience on the website.

Reject all cookies Allow all cookies

Manage Consent Preferences by Category

Essential

Always Active

These items are required to enable basic website functionality.

Marketing

Essential

These items are used to deliver advertising that is more relevant to you and your interests. They may also be used to limit the number of times you see an advertisement and measure the effectiveness of advertising campaigns. Advertising networks usually place them with the website operator’s permission.

Personalization

Essential

These items allow the website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features. For example, a website may provide you with local weather reports or traffic news by storing data about your current location.

Analytics

Essential

These items help the website operator understand how its website performs, how visitors interact with the site, and whether there may be technical issues. This storage type usually doesn’t collect information that identifies a visitor.

Confirm my preferences and close

Group of professionally dressed people having a discussion in front of a window

Financials

Investing in a Brighter Future with Community Foundation Tampa Bay

We are your partner and advisor as you create and manage your charitable investments.

Financials

Investing in a Brighter Future with Community Foundation Tampa Bay

We are your partner and advisor as you create and manage your charitable investments.

Investing for Maximum Success

Funds at Community Foundation Tampa Bay have the benefit of being part of a large institutional investment pool, which allows broad diversification and cost-effective management.

Investment Performance Overview

5.30%

Previous 12 Months

5.29%

Previous 3 Years

8.13%

Since Founding in 1990

*as of 3/31/25

Investment Options

Long-Term Investment Strategy

A majority of our donors choose this option to capture the greatest potential for significant growth over time, even if there is short-term volatility or loss.

Download Report

Intermediate-Term Investment Strategy

This strategy appeals to those who want to balance the potential for growth with lower risk for value-eroding loss or volatility.

Download Report

Short-Term Investment Strategy

This strategy is usually chosen by those who want to preserve capital to meet more immediate philanthropic needs and who prefer minimal risk.

Download Report

Individually Managed Charitable Accounts

Donors may choose to have the wealth manager they work with regularly continue to manage the investment of their charitable donations.

Learn More

Committed to Excellence

Community Foundation Tampa Bay meets the National Standards for U.S. Community Foundations, meaning it maintains a high level of impact, operational excellence, donor service, and accountability.

We are committed to financial transparency and fiduciary responsibility. Our most recent Form 990s and audited financial statements from Rivero, Gordimor & Company are available below. EIN #59-3001853

990 2021 - period ending June 30, 2022 990 2022 - period ending June 30, 2023 2023 Audit 2024 Audit

Investment Expertise

Our Investment Committee is made up of knowledgeable professionals who volunteer their time, overseeing, and advising our Board of Trustees on policies for investing the funds and endowments of the Community Foundation. AGW Capital Advisors has been the Foundation’s investment manager since 2010.

Investment Policy Statement

Ready to Make an Impact?

Let's Talk