Fertile-Beltrami Education Foundation


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Investment Policy




“To expand the avenues of learning for teachers and students of the Fertile-Beltrami School District – for the Present and for the Future”








Investment Policy


Use an investment strategy that will allow the FB Education Foundation Board to invest endowment gifts in an account that will provide an income stream to be used for operating expenses and grant funding.

Establish an investment account that provides minimal time commitments of the Board to manage the investment funds.

Investment Vehicle

The FB Education Foundation Board selected the T.Rowe Price Spectrum Income Fund which invests in a diversified group of underlying T.Rowe Price domestic bond funds, foreign bond funds, a money market fund and an income-oriented stock fund. Please log on to www.troweprice.com for further deatiled information on the Spectrum Income Fund.

How is donation money utilized?

80% is available for funding grants through the foundation

20% is invested as endowment money in the T.Rowe Price Spectrum Income Fund



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