As a donor/fund advisor you have the flexibility to recommend how your charitable fund is invested. Your fund can be invested in our long-term portfolios: the
- What are your short-term or long-term grantmaking goals? Do you want to grant for 10 to 20 years or more, or pass advisement to future generations? Do you grant larger amounts within the next 2 to10 years?
- How would short-term fluctuations in investment values affect your grantmaking plans?
- Do you want all or a portion of your fund invested for financial and mission/social return?
Investment allocation request
Please use this form to request changes to your fund's investment allocation. Allocations are typically adjusted within 2 weeks of your request. You may change your investment allocation at any time.