Donor Investment Options
Donors are encouraged to continue working with their own financial advisors who they've grown to know and trust. Financial advisors can continue to manage assets even after they are gifted to the Indian River Community Foundation. Read more about our Financial Advisor Program.
Donors can also choose to take part in the Community Foundation's investment program, which offers several options for investing charitable funds.
- A donor can select the Community Foundation's recommended investment portfolio, a well-diversified portfolio managed by the Investment Committee to provide competitive rates of return at reasonable levels of risk. Currently the Investment Committee recommends an asset allocation dedicating 70 percent of the portfolio to equities and 30 percent to fixed income.
- Donors may recommend an investment strategy that supports their charitable intentions or matches their own investment philosophy by indicating a percentage of charitable assets to be invested in one or all three of the Foundation’s investment portfolios: equity, fixed income or money market. To make a specific investment allocation mix, complete and sign a simple investment recommendation form. You may change your current recommended asset allocation at any time. However, the Community Foundation physically moves assets only at the close of each month.
- If donors do not recommend a specific investment allocation, the fund will remain invested 100 percent in the money market pool.
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