Asset allocation pools1

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

  • Income
  • Moderate
    Income
  • Balanced
  • Moderate
    Growth
  • Growth
  • Aggressive
    Growth

Additional important information

Choose the right asset allocation

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?

Establishing your Giving Account is easy and only takes 5 minutes.

All you need is your Social Security number and, when you're ready, a $5,000 minimum donation.

Or call us at 1-800-262-6039