Pictured above: Fundholder attending the 2025 Annual Investment Meeting. Photo credit: Amanda Tipton
Long-term, global diversification, alternative investments, and cost awareness—these are the principles that guide our investment strategy at The Denver Foundation and how we work to ensure charitable dollars are available for today’s needs and for generations to come.
At our Annual Investment Meeting, fundholders had the opportunity to hear directly from our investment consultants, NEPC, about market trends and how our investment pools are performing to support our donors’ charitable giving.
During this year’s meeting, we heard from Tim McCusker, NEPC’s Chief Investment Officer, who has also been recognized by CIO magazine as one of the world’s most influential investment consultants. McCusker spoke at our 2024 meeting and was excited to return for this historic year as we celebrate our 100th anniversary. McCusker shared insights on how markets are responding to artificial intelligence, tariff headlines in the news, and other influential factors.
Following McCusker’s market overview, we heard from Krissy Pelletier, NEPC’s endowments and foundations team leader, who provided an in-depth look at asset allocations across our Long-Term Balanced Pool, Sustainable and Responsible Investment Pool, and Index Pool. She shared how our pools perform relative to their benchmarks, and how competitive long-term performance allows fundholders to give more to nonprofits and causes they care about.
As we celebrate our 100th anniversary this year, we are reminded of the significance of enduring commitments and the power of coming together to strengthen our shared future. In 1925, a group of Denver residents came together, combining private, public, and corporate funds to create a permanent endowment. The idea was that these pooled funds would grow and provide lasting support to their community over time. Today, we manage more than 1,000 funds, and our endowment, The Fund for Denver, has grown to $169.6 million.
In the opening remarks at the Annual Investment Meeting, our President and CEO Javier Alberto Soto noted, “For a century, we have been committed to strengthening the Denver community. We’ve weathered a world war, economic recessions, and a global pandemic, continuing to exist as a nonprofit, while also supporting nonprofits when they are in need.” Our community’s generosity and the enduring strength of an endowment make that possible.
Our 100th anniversary is a moment to celebrate these incredible achievements, and it’s also a moment to look ahead. Join us as we continue to honor and celebrate this milestone.
Learn more about our investment options and the latest data about our investment pools, including our 2025 Q2 investment approach.
Photos credit: Amanda Tipton
