Financials

As a trusted partner for local donors, Community Giving Foundation takes seriously the responsibility of stewarding the charitable assets entrusted to us. Through prudent financial management, strong oversight, and industry best practices, we work to ensure our assets are managed responsibly and positioned to create lasting impact.

Our financial practices are grounded in transparency, accountability, and a long-term commitment to the communities we serve. The Foundation upholds the National Standards for U.S. Community Foundations, an accreditation that speaks to the highest levels of philanthropic stewardship and operational integrity.

The Foundation partners with McKonly & Asbury for audited financial statements and annual IRS Form 990. 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.

Recent documents for Community Giving Foundation are available below.

The Foundation’s investment philosophy centers on protecting your charitable giving, operating on a 16-quarter rolling average and utilizing a wide variety of investment types. Since 2017, the Foundation has partnered with Wilmington Trust, part of the M&T Bank corporate family, to oversee all investments following our Investment Policy.