Asset allocation investments offer instant diversification to multiple asset classes, providing donors the ability to target a specific asset allocation in a single pool for their Giving Accounts. These pools have a combination of stocks, bonds, and short-term instruments with allocations ranging from conservative to aggressive.2
Short-term granting strategy
Long-term granting strategy
To meet your philanthropic goals, we created the Pool Selector, an online tool that simplifies the decision process for how you would like your Giving Account to be allocated.
Ready to get started?
Opening a Giving Account is fast and easy, and there is no minimum initial contribution.
Or call us at 1-800-262-6039