Investment Policy Statement (Lumpkin Family Foundation)

The Lumpkin Family Foundation, a not-for-profit corporation, (the Fund or the Foundation) was established in 1953. This statement of investment policy reflects the investment policy, objectives, and constraints applicable to The Lumpkin Family Foundation. The Foundation’s Board of Trustees (the Board) is responsible for managing the investment process of the Foundation in a prudent manner with regard to preserving principal while providing commensurate returns. The Foundation strives to incorporate socially responsible and sustainable investment policies into their investment portfolios.

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