Investment Choices For Your Donor-Advised Fund
You advise how your donor-advised fund is invested among six professionally managed investment pools. This means your charitable donations have the potential to grow tax-free over time and produce additional funds for your charities.
The flexibility to invest how you see fit
You can invest your account in one pool or a combination of these pools. You are also free to recommend that your account balance be reallocated among pools at any time with no fees.
Solid choices from an investment management leader
The Program's investment pools are composed of mutual funds managed by T. Rowe Price, a world-class investment manager focused on delivering strong returns over time. Click pool performance to see the performance of the investment pools over various time periods. The investment objectives of the six pools range from capital preservation to aggressive growth. All pools are subject to market risk, including possible loss of principal.
Gift Preservation Pool
Seeks the preservation of capital and an attractive level of income consistent with minimal fluctuation in principal value and liquidity through a mix of a short-term bond fund and a government money market fund. The value of the pool and its yield will vary with interest rate changes and other market conditions.
Diversified Income Pool
Provides a higher income-oriented option than the Gift Preservation Pool with some capital appreciation potential through a 60%/40% fixed income/equity allocation. The pool primarily invests in funds that hold fixed income instruments and income-oriented stocks paying high dividends.
Balanced Index Pool
Uses a passive investment approach to provide a combination of moderate income, some long-term growth potential, and access to foreign markets. It also benefits from the lower fees inherent in a passive investment approach.
Moderate Growth Pool
Combines a mix of both domestic and international stocks while seeking diversification through holdings in a well-balanced bond fund.¹ The pool manages volatility through a combination of stock funds that have the potential for gaining high returns in domestic and international equity and bond markets.
Seeks long-term capital appreciation by broadly investing in mutual funds focused on both domestic and international equity markets.¹ This pool's strategy is based on the understanding that the volatility associated with equity markets also offers the greatest potential for long-term capital appreciation.
Global Equity Pool
Focuses heavily on developed and emerging markets around the globe to pursue long-term capital growth. Invests in mutual funds that seek to identify established and emerging companies with solid prospects. The pool takes a flexible approach—it invests in domestic and international equity markets, looking for growth and value stocks across all market capitalizations. International investing is subject to unique risks, including risks associated with unfavorable currency exchange rates and political or economic uncertainty abroad.
Total Equity Market Index Pool
Seeks to match the performance of the entire U.S. stock market by investing substantially in a broad spectrum of small-, mid-, and large-cap stocks representative of the S&P Total Market Index.
International Equity Index Pool
Provides long-term capital growth by seeking to match the performance of the FTSE All World Developed ex North America Index, an equity market index based on the market capitalization of over 1,000 predominately large companies listed in Japan, the U.K., and developed countries in Continental Europe and the Pacific Rim.
International Equity Pool
Seeks long-term capital appreciation by investing in an allocation across a broad spectrum of stock and, to a lesser degree, bond funds that have holdings in a range of developed and emerging market countries, and in both large and small companies.
1 Diversification cannot assure a profit or protect against loss in a declining market.
The Program's Board of Directors has ultimate authority over investment allocations.
Request a prospectus for any of the funds in which the pools invest by calling 1-800-564-1597. Prospectuses include investment objectives, risks, fees, expenses, and other information that you should read and consider carefully before investing.
An investment in a money market fund is not insured or guaranteed by the FDIC or any other government agency. Although it seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in a money market fund.