Three Tiers of Investment Options for your Donor Advised Fund
As a Foundation donor, you may participate in several investment options. Investment policy and strategy are guided by our highly skilled Investment Committee, a team of veteran investment professionals who together have overseen the investment of billions of dollars for leading financial firms. Please contact us at (323) 761-8704 for further details on any of the investment options below.
The investment options are detailed in our Investment Options Brochure, and summarized below.
Minimum Balance: Assets under $50,000
Cash Equivalents & Government Securities
The Foundation's Cash Pool consists of cash equivalents and short-term government-backed securities.
Minimum Balance: $50,000
Participate in the Silver tier above, plus:
Strategic Return Fund*
Assets are allocated to a variety of mutual funds and exchange-traded funds. This offers broad coverage across multiple market segments, providing for diversification and exposure to a range of industries. 10% of the DAF's assets must be left in cash for liquidity purposes.
US Large Cap Equities (Fidelity 500 Index Fund, FUSVX)
US Small-Mid Cap Equities (Fidelity Extended Market Index Fund, FSEVX)
International Equities (Fidelity International Index Fund, FSIVX)
US Bonds (Fidelity US Bond Index, FSITX)
Socially Responsible Equities (Vanguard Social Index Fund, VFTSX)
Select Israel Bonds
Backed by the full faith and credit of the Government of Israel, Israel Bonds are securities issued by the State of Israel that help to strengthen the nation's economy and infrastructure. DAF donors wishing to invest in Israel Bonds must hold them to maturity.
Minimum Balance: $500,000
If you have assets of $500,000 or more in your DAF, please contact us at (323) 761-8704 for information about other investment options.
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.
*There are market risks inherent in mutual funds and other investments. There can be no assurance against the risk of loss.