Overview
See MyOCF Resources Transform Your Generosity Into Real Change At OCF, you have the power to create change in the causes you care about most.1
The Oregon Community Foundation's investment pool supports the organization's philanthropic mission and grantmaking capacity.1
Investment program
- Estimated AUM
- $4.5B as of Dec 31, 20252
- Capital pool
- community foundation endowment / donor-advised fund pool1
- Investment model
- Professional Development: We offer professional development and in-house learning opportunities as well as a tuition assistance program for accredited programs.1
- Investment approach
- Each fund benefits from the strength of a large, diversified, pooled portfolio.3
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: hedge funds, real estate, infrastructure, public markets, fixed income.1
- Performance
- Not listed yet
- Governance
- If the projected 10-year return is lower than the expected payout, the Board may elect to reduce the recommended distribution further, but to no less than 4.0%.1
- Investment team
- For each trust, Kaspick’s investment team develops a broadly diversified portfolio of assets designed to meet the trust’s specific objectives.4
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Verified
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (oregoncf.org)Parent organization overview, Pool purpose, Capital pool, Investment model, Asset allocation, Governance · checked Jul 25, 2026
- Financial statements (oregoncf.org)Estimated AUM · checked Jul 25, 2026
- Financial statements (oregoncf.org)Investment approach · checked Jul 25, 2026
- Website (oregoncf.org)Investment team, Investment office page · checked Jul 25, 2026
Reports and filings
- Existing profile AUM value with source URL https://oregoncf.org/assets/PDFs-and-Docs/PDFs/Financial/OCF-2025-Financial-Statements-Final.pdf.Financial statements · checked Jul 25, 2026
- Each fund benefits from the strength of a large, diversified, pooled portfolio.Financial statements · checked Jul 25, 2026
Profile and job sources
- Website (oregoncf.org)Website · checked Jul 25, 2026
- Website (oregoncf.org)Website · checked Jul 25, 2026
- Website (oregoncf.org)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026