What are the Investment Options?
You have the opportunity to invest in three different investment vehicles for your donor advised fund. They provide you the flexibility to meet your charitable giving objectives:
With the Cash option, your donor advised fund is held in cash or cash equivalent to preserve capital without risk or appreciation, and is readily available for grantmaking at all times.
The Intermediate Fund is a diversified portfolio of liquid assets to provide you the opportunity for some appreciation with moderate risk. Assets are readily available for grantmaking at all times.
The Perpetual Fund seeks to preserve the real economic spending power of your donor advised fund over time. To meet this objective, only a percentage (%) of your fund's market value is available to recommend for grantmaking each year.
A minimum of of $10,000 is required to establish a DAF. You may invest in any combination of these vehicles.
If you are looking to retain the services of your personal financial advisor, a customized program is available for funds of $100,000 or more.*
For more information, please call 203-777-7067 or email firstname.lastname@example.org.
*An amount above the Spending Rule rate may be requested twice per year (by October 1st or March 31st) of up to 25% of fund’s then market value.