At the time an account is established, you may recommend that your gift be allocated to a specific investment pool. Failure to recommend a specific pool for investment will result in such gift being placed in the Highly Conservative pool. For contributions of assets other than cash, the Foundation will seek to sell such assets promptly and invest the net sales proceeds in the approved investment pool.
INVESTMENT POOLS
The Foundation invests contributions in investment pools composed of Institutional Shares of various mutual funds that the Foundation Board of Directors has selected as appropriate investment choices for the Program. The Program investment options are designed to reflect the risk and reward philosophy of its donors. You may recommend that your gifted funds be managed in one of the pools below. In identifying a pool, you should consider your charitable giving objectives:
If your goal is to be able to recommend to the Foundation that grants be made immediately or over a short period of time, a pool weighted toward fixed income may be more appropriate in order to provide liquidity for such grant making goals.
If you anticipate recommending fewer or smaller grants over the short term with the goal of building appreciation for future grant making, a pool weighted toward equities may be more appropriate.
Capital Growth
70% Equity / 30% Fixed Income
Moderate
40% Equity / 60% Fixed Income
Income
25% Equity / 75% Fixed Income
Highly Conservative
0% Equity / 100% Fixed Income
Note: Failure to select a pool will result in a contribution being invested in the Highly Conservative pool. The allocations shown here are targets and are subject to modification from time to time.
**Harris myCFO Investment Advisory Services LLC, is an SEC-registered investment advisor and a wholly-owned subsidiary of Harris myCFO, Inc. Not all products and services are offered in every state and/or location.
