Low cost without sacrificing quality

The majority of funds underlying our investment options are managed by Vanguard and adhere to Vanguard’s investment principles. We’re proud of our proprietary lineup of twenty investment options, which are specifically chosen to support strategic philanthropy. 

Informed by time-tested investment principles, we offer high-quality investments across a range of asset classes, that span the risk spectrum, without introducing choice overload. Like a traditional investment portfolio, mix and match these investment options to best meet your charitable giving goals. 


By keeping the investment lineup fixed, we can keep fees low without sacrificing performance because lower fees are the greatest predictor of an investment’s performance1. When assets are invested and grow over time, there are more charitable dollars to make a charitable impact. 
 

Options to fit your investing style

Whether you prefer straightforward, pre-allocated investments, customized funds, or values-driven investments, we have you covered. After funding your account, you'll be asked to recommend an investment strategy based on risk tolerance, asset allocation, and giving timeframes. You can learn more about our investment offerings and find what most appeals to you.

Portfolio Solutions

Portfolio Solutions

Too busy to pick and choose investment options? Then pre-allocated investments, which are rebalanced daily by seasoned professionals, may be the right option for you.

Portfolio Builders

Portfolio Builders

Interested in building a solid base for your charitable portfolio? Then these customized funds, driven by your giving timeline and philanthropic goals, are a good choice.

Values-driven Investments

Values-driven Investments

Want to align your personal values with your charitable investments? Choosing from three socially responsible investment options may be what you're looking for.

1https://www.morningstar.com/articles/752485/fund-fees-predict-future-success-or-failure

 

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Maintenance fee may be applied

Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.

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Our premier clients enjoy reduced pricing to further maximize their impact.

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