Your charitable gifts can grow, achieving impact in our community.
We take great care to invest your funds wisely, transparently and prudently so they will grow over time and be available for grant-making now and for generations to come.
We work with our Investment Committee, in partnership with Shepherd Kaplan LLC, a professional investment advisory firm, to provide a portfolio strategy that emphasizes growth and capital appreciation while protecting your investments so you can support your favorite causes and nonprofits for years to come. The cornerstone of our investment strategy is the preservation of capital so that funds are available for our community, no matter market performance. We utilize a defensive portfolio strategy.
When you are ready to establish your fund, you will have the opportunity to recommend an investment portfolio. We offer three portfolio options: Select, Traditional Risk-Managed and 60/40 Index. A summary of the planned asset allocation for each portfolio is shown below: