As a division of the Southwest Florida Community Foundation, the Bonita Springs Community Foundation funds are under the management of the Southwest Florida Community Foundation.

The Southwest Florida Community Foundation's investments are managed by SEI, an international firm with more than 30 years of experience as an innovative leader in the investment services industry.

The Trustees of the Southwest Florida Community Foundation have developed an Investment Policy Statement to assist them in effectively supervising, monitoring, and evaluating the investments of the Foundation. It outlines and prescribes our investment philosophy and defines the investment management procedures and long-term financial goals of the Foundation. The finanical affairs of the Community Foundation are supervised by the board's Finance Committee comprised of trustees with experience in investments, banking, financial planning and management.