Connecting Passion
with Purpose
$4,200,000+
Total Capital Under Management
$110k+
Raised by CFL in 2024
29
Grants Awarded in 2024
50+
Funds Under Management
$135k+
Granted in 2024
What is nonprofit fund management?
Nonprofit fund management involves the strategic planning, directing, and controlling of an organization's financial activities to ensure it can achieve its mission while maintaining financial health and compliance.
In short, Community Foundation of the Lake (CFL) is a nonprofit dedicated to helping donors establish a lasting legacy through financial gifts and nonprofits more confidently manage their financial position through fund management and financial documentation administration.
CFL is an affiliate chapter of the Community Foundation of the Ozarks (CFO), headquartered in Springfield, MO. As such, all funds are managed by the CFO’s investment policy.
For Donors
CFL is here to help donors create lasting legacies through charitable financial gifts for generations to come. Our fund management and grantmaking services allow donors to create endowments or gift funds, or contribute to existing funds. Funds can be created with a variety of assets, including cash, stock, real estate, or closely held stock.
For Nonprofits
CFL is here to help nonprofits create lasting community impact through sustainable financial endowments that withstand financial strains for generations to come. Our fund management and grantmaking services allow nonprofits to create endowments or apply to grants. Endowments can be created with your existing donated assets and can then be leveraged as the primary donation account for generations to come.
2024 Grant Recipients
Funded by the 2024 Champagne Campaign!
Camdenton R-III School District | Community Outreach for Christ | Lake Regional Health System | Children's Learning Center | Westlake Aquatic Center | Lake Area Industries | Greater Lake Area Chorale | FundRuns |
Camdenton R-III School District | Community Outreach for Christ | Lake Regional Health System | Children's Learning Center | Westlake Aquatic Center | Lake Area Industries | Greater Lake Area Chorale | FundRuns |
Healing Box Project | The Changing Table | Big Brothers Big Sisters | Lake of the Ozarks Idiot's Club | Pregnancy Help Center | Child Advocacy Council | Heroes Outreach Program |
Healing Box Project | The Changing Table | Big Brothers Big Sisters | Lake of the Ozarks Idiot's Club | Pregnancy Help Center | Child Advocacy Council | Heroes Outreach Program |
Kids' Harbor | CADV | Tri-County YMCA | Faithbridge United Methodist Church | Osage Beach Senior Center | Special Learning Center | Ivy Bend Community Food Pantry | Branches for the Lake | Share the Harvest Food Pantry | Wonderland Camp | Lake Area Helping Hands | Food for Morgan County
Kids' Harbor | CADV | Tri-County YMCA | Faithbridge United Methodist Church | Osage Beach Senior Center | Special Learning Center | Ivy Bend Community Food Pantry | Branches for the Lake | Share the Harvest Food Pantry | Wonderland Camp | Lake Area Helping Hands | Food for Morgan County
Why Donor-Advised Funds with CFL
Work for Lake-Area Businesses
Supported charities are local to Lake of the Ozarks and are vetted by CFL subcommittees
All transactions are recorded to an organized ledger for bookkeeping
Donations are tax-deductible and can be prepaid to offset a portion of the tax liability each year
Donations are held in an advisory account managed by investment professionals
Funds can be established with guidelines on how the money is to be donated
CFL subcommittees handle the influx of funding requests on behalf of the fund’s purpose