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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 to allocate your Giving Account.

Pool selector illustration

Guidance in just five minutes

Just answer a few questions, like how long you hope to contribute, the amounts, and your risk tolerance. From your answers, we can suggest an asset allocation pool designed to meet your objectives. Give it a try.

View the Methodology (PDF)
Try our Pool Selector

Benefits of an asset allocation pool

Diversification

Your Giving Account will have exposure to multiple asset classes in a single pool.

Confidence

The underlying fund is professionally managed to remain consistent with charitable giving objectives.

Ease

The all-in-one approach is easier than monitoring multiple pools within a Giving Account.

 

Diversification is easy