1. PRIME, BUCHHOLZ & ASSOCIATES, INC. www.primebuchholz.com James R. Buchholz, LHD March 26, 2008 Community Foundation of the Ozarks Affiliates Conference March 200825 Chestnut Street Portsmouth NH 03801 603-433-1143

2. PRIME, BUCHHOLZ & ASSOCIATES, INC. Building a successful investment program Value added Results  Qualitative  Quantitative  Cost control Strategy / Implementation  Diversification/strategic allocations  Rebalancing program Policy  Investment policy  Objectives  Framework Partnership Community Foundation of the Ozarks Prime, Buchholz & Associates, Inc. Return objectives Cash flow requirements Risk assessment Asset allocation Manager selection Program monitoring

3. PRIME, BUCHHOLZ & ASSOCIATES, INC. Effective Stewardship Best Practices Use prudent investment process discipline Maintain asset allocation policy through rebalancing Avoid conflicts of interest Control Costs Maintain experienced and stable staff Expect excellence and commitment from a strong Board supported by external audits, retained Counsel, and independent asset management consultants.

4. PRIME, BUCHHOLZ & ASSOCIATES, INC. Asset Allocation as of February 28, 2008

5. PRIME, BUCHHOLZ & ASSOCIATES, INC. Performance Results as of December 31, 2007

6. PRIME, BUCHHOLZ & ASSOCIATES, INC. Periodic Table of U.S. Investment Results

7. PRIME, BUCHHOLZ & ASSOCIATES, INC. Growth of a Dollar Chart 2.47 1.84 1.31

8. PRIME, BUCHHOLZ & ASSOCIATES, INC. Community Foundation of the Ozarks Asset Allocation and Risk/Return Characteristics

9. PRIME, BUCHHOLZ & ASSOCIATES, INC. Community Foundation of the Ozarks Growth of Assets Chart