We view foundation and endowment investing very simply:

be consistent, be accountable, and be clear.

Our value proposition is simple:

ClearRock works with a large number of non-profit organizations with assets between $1 million and $100 million. We incorporate an experienced, educational approach with your board, along with a thoughtful, straightforward investment strategy.

Annual Conference

For the past two decades, we have hosted annual educational conferences for non-profit organizations. From Sun Valley to San Francisco, we provide non-profit directors, administrators, and donors a program of subject-matter experts on topics such as best practices in board governance, fulfilling one’s fiduciary responsibility, giving trends, developing ancillary revenue streams, and creating a sustainable investment process.

Past conference participants have included the following organizations:

In alphabetical order:  Asian Pacific Institute on Gender Based Violence, Assistance League of Boise, Big Brother Big Sisters Southwest Idaho, Blaine County Education Foundation, Blue Oak School, Boise State University Foundation, Boys & Girls Clubs of San Francisco, Boys Hope Girls Hope, Caldwell Foundation for Educational Opportunity, CALICO, Camp Rainbow Gold, The Carey School, The College of Idaho, College of Southern Idaho Foundation, Community Housing Partnership, CORA, Create Common Good, DonorsChoose.org, Earn.org, First Graduate, Foundation Center West, Friends of the Palo Alto Children’s Theater, Habitat for Humanity, Foundation Center West, Harry W. Morrison Foundation, Healthwise, Higher Ground, Idaho Community Foundation, Idaho Diabetes Youth Programs, Idaho Foundation for Parks & Lands, Idaho Heritage Trust, Idaho Shakespeare Festival, Idaho State University, Juma Ventures, Junior League of Palo Alto-Mid Peninsula, Kids Enjoy Exercise Now (KEEN), Learning Lab, Lee Pesky Learning Center, Mercado Global, Micron Foundation, Modern Shift, My Digital TAT2, NatureBridge, Northern California Community Loan Fund, Opera Idaho, PATH, Peninsula Bridge, Positive Coaching Alliance, R4Alliance, Renaissance Entrepreneurship Center, Right to Play, San Francisco Education Fund, SFJAZZ, Shelter Networks, Snake River Alliance, St. Luke’s Medical Foundation, More Green Moms, Playground-SF, Sun Valley Center for the Arts, Sun Valley Ski Education Foundation, Teach for America, Tipping Point Community, Twin Falls Public Library Foundation, United Way Treasure Valley, Until There’s a Cure Foundation, VolunteerMatch, Women’s & Children’s Alliance, Wood River Community Foundation, Worldreader, Year Up, Youth Speaks…

Interested in participating or attending?

Please email us at info@clearrockcapital.com for more information.