What Investment Options Do We Offer for Your Fund?
If your goal is:
Maximizing long-term growth while providing for a steady stream of grants
We offer a Primary Pool, which is our most diversified pool, expected to produce the highest long-term returns. The investments are a mix of equities, alternatives, and fixed income, with considerable exposure to the equity markets. We believe this exposure is an important quality for strong long-term returns, although this pool will periodically produce weak results over shorter periods.
If your goal is:
Long-term growth that provides for a steady stream of grants while blending social values with investments
We offer a Socially Responsive Pool, which pursues long-term returns while evaluating companies’ social criteria. Investments tend to include companies that foster positive relationships with their employees and shareholders, the community, and the environment. In addition, these companies typically provide life-enhancing products or services and have guidelines regarding human rights. This pool also maintains considerable exposure to the equity markets, which we consider an important quality over long periods, although this pool will periodically produce weak results over shorter periods.
We also offer a Money Market Pool and a Passthrough Option.
Please contact one of our philanthropic advisors to learn more.