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The Impact Investing Pool is for donors interested in a socially responsible investment strategy that considers both financial return and social good.
Short-term granting strategy
Long-term granting strategy
Underlying fund: TIAA-CREF Social Choice Equity Fund
Objective: The Impact Investing Pool seeks a favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain social criteria.
Strategy: The Impact Investing Pool employs a strategy that considers environmental, social and corporate governance to help achieve its long-term objectives of financial return and positive societal impact.
Total returns as of: 6/30/2017
Cumulative |
Avg. annual |
Avg. annual |
Avg. annual |
Avg. annual |
|
|---|---|---|---|---|---|
Impact Investing Pool |
8.73% |
18.15% |
N/A |
N/A |
N/A |
9.09% |
18.85% |
7.85% |
14.14% |
7.04% |
|
8.93% |
18.51% |
9.10% |
14.58% |
7.26% |
Expense ratio (gross) |
0.19% |
|---|
Expense ratio (net) |
0.19% |
|---|
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 AccountOr call us at 1-800-262-6039
