Investments
Since 2017, Community Giving Foundation investments are overseen by Wilmington Trust as part of the M&T family of companies. Wilmington Trust's two main business segments are structured to meet specific client needs. (1) Wealth Advisory provides wealth and investment strategies to millions of individuals and families looking to grow, preserve, and transfer wealth. (2) Corporate & Institutional provides transactions, foundation, endowment management, and other support services to thousands of corporate and institutional business ventures. Wilmington Trust's consistent, disciplined investment philosophy and service recognizes the importance of liquidity, actively trades in an effort to capitalize on time-sensitive opportunities, and analyzes and projects future cash flows.
For more information on Wilmington Trust services, please review the following links:
View the Community Giving Foundation Investment Policy.
Financial Performance
Financial Statements
The accounting firm McKonly & Asbury has audited the Foundation's financial statements and prepared the Foundation's annual IRS Form 990 to ensure the upmost propriety and integrity. McKonly & Asbury is one of Pennsylvania's leading certified public accounting firms, with more than 120 employees in four offices throughout the state offering nonprofit assurance, consulting, accounting, and tax services. Founded in 1973, McKonly & Asbury's mission of "Helping Others Thrive" can be seen in their connections with colleagues, service to clients, and giving back to the communities where they work and live.
Documents for Community Giving Foundation (formerly Central Susquehanna Community Foundation) are listed below.
For More Information
Please contact Community Giving Foundation Staff for more information on financials and investments.
Albert J. Meale, CPA, Chief Financial Officer
570.752.3930 ext. 5 or [email protected]
Kara G. Seesholtz, President & CEO
570.752.3930 ext. 4 or [email protected]