Donor Option Pools
You may wish to grow your nonendowed fund to meet your grant making time horizon of somewhere between short-term and permanently endowed. For large nonendowed funds, $250,000 or more in assets, you have the option of suggesting an asset allocation strategy for your fund. The Community Foundation will implement your suggested strategy by investing in Vanguard mutual funds.
You benefit from the fiduciary oversight of The Community Foundation’s Investment Committee, and Foundation staff will rebalance your fund annually. Importantly, you also benefit from a preferred fee structure at Vanguard because your assets are pooled with other donor funds that have made the same suggestion, increasing the size of our overall relationship with Vanguard. This option is available for nonendowed funds of $250,000 of more. Foundation policy requires a minimum of 10% of your fund be invested in the Foundation’s Short-Term Cash Pool. For more information:
- Our investment policy for Donor Investment Options provides a full explanation of your options
- Donor Option Pools are listed below, with links to Vanguard where you will find details and historical returns for each investment fund
- Click here for a Donor Options Suggestion Form. Email or fax the form to John Zell or Grace Sacerdote, CPA at firstname.lastname@example.org or email@example.com