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Investment options

Charitable Legacy pool

The Charitable Legacy Pool is designed to help donors who want to consistently support charities by recommending grants equal to the appreciation of the investment pool while preserving the principal. A minimum initial Giving Account balance of $50,000 is required.

Short-term granting strategy

Long-term granting strategy

Using our experience strategically for you

Manager Biographies & Pool Strategy

The Strategic Advisers, Inc. team oversees the Charitable Legacy Pool, investing in traditional and non-traditional asset classes to help achieve its long-term objectives.

Learn more about this strategy and the Strategic Advisers, Inc. team

Quarterly Investment Review

A message from the Investment Management Team of Strategic Advisers, Inc.

Read this quarter’s review

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.

Open a Giving Account

Or call us at 1-800-262-6039