Investment options with your Donor Advised Fund

You can feel confident placing your hard-earned assets in The Foundation's care. Investment policy and strategy are guided by our highly skilled Investment Committee, a team of seasoned professionals who also manage billions of dollars in their own firms. The Committee currently makes the following investment options available to Donor Advised Funds.

• Donor Funds Investment Portfolio

  The assets in your Donor Advised Fund are placed in a pooled portfolio professionally managed and monitored by The Foundation's Investment Committee. The strategic emphasis of this portfolio is to safeguard the value of your charitable assets while providing liquidity for your distributions.

• Selected Mutual Funds

  Investing in mutual funds makes it possible to generate additional tax-free charitable dollars to benefit the nonprofit organizations or causes you care about.* (This option requires a minimum balance of $50,000 in your Donor Advised Fund.)

• Israel Bonds

  By investing in Israel Bonds-securities issued by the State of Israel-you help to build and strengthen the nation's economy and infrastructure. Israel Bonds are backed by the full faith and credit of the Government of Israel. (This option requires a minimum balance of $50,000 in your Donor Advised Fund. These bonds are held to maturity.)

* Participation in mutual funds will expose your fund to gains or losses in the securities markets. If gains are achieved, the amount your fund can distribute to charitable causes will be increased. If losses result, that amount will be reduced.

Find out how our experienced philanthropic professionals can assist you. For more information, contact The Foundation's Development Office at (323) 761-8704, or by email.