Rate of Return on Fund Statement

amyrectoramyrector Posts: 1 ✭
Conversation Starter Third Compass Anniversary Photogenic
in Finance & Operations

Does anyone put the annual rate of return on your fund statements?

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Answers

  • SusieLotreckSusieLotreck Posts: 28 ✭✭✭
    Conversation Starter Technology Association of Grantmakers (TAG) Scholarship Lifecycle Manager (SLM) Third Compass Anniversary
    edited June 2023

    We do not at this time but are considering adding this detail to appear on the fund statement. Currently, we upload an Investment Update report to "Files" in the donor portal which provides the rate of returns on a quarterly basis.

  • BethNuttallBethNuttall Posts: 53 ✭✭✭
    Groundbreaker Third Compass Anniversary 10 Comments 5 Answers

    Yes, we do include the rate of return in the cover letter that we send with each fund report.

  • JenniferSheahanJenniferSheahan Posts: 4 ✭
    Conversation Starter First Compass Anniversary 5 Likes First Comment

    We do not include the rate of return on our fund statements. However, we update return information on our website quarterly.

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