Ultimately, students are the primary beneficiaries of your support, which is why the Foundation exists. Your generosity and partnership with UNC is greatly appreciated. Cheryl J. Kisling Crouch Our Investment Program Mission . The UNC Foundation seeks to support and augment UNC programs by providing responsible stewardship of the funds donated to the Foundation, promoting growth to realize the greatest return on Foundation assets by building reserves, and attracting new donors as a result of the responsible management of current funds. The Investment Committee of the Foundation Board selects investment managers.
Equity investments seek to provide current income, income growth, and appreciation of capital.
Fixed-income investments seek to provide a predictable and dependable source of income and to reduce portfolio volatility. The fixed-income portion of the investment portfolio comprises 40 percent of its total market value. Gifts, coupled with investment performance, have boosted the University's total endowment by more than 141 percent during the last five years. The UNC Foundation holds endowed gifts in perpetuity, investing the principal and using a portion of the annual return to support the programs agreed upon by the donor and the University. Each endowed fund retains its identity, but is commingled with others to ensure prudent and efficient investment management.