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