Investment Options
You can invest your gift to grow using a pooled investment option when you open an Increase Fund, Charitable Remainder Trust, Charitable Lead Trust, Designated Fund, or certain other funds. Here are the four available pool options along with their annualized return rates as of 12/31/2023:
| QTD | YTD | 1-Yr | 3-Yr | 5-Yr | 10-Yr | |
| Capital Preservation | 6.39% | 9.21% | 9.21% | 0.71% | 4.39% | 3.53% |
| Balanced | 8.82% | 14.83% | 14.83% | 3.18% | 8.73% | 6.58% |
| Growth Primary/Income Secondary | 9.25% | 16.41% | 16.41% | 4.05% | 9.82% | 7.31% |
| Growth 80/20 | 9.89% | 18.84% | 18.84% | 5.35% | 11.41% | 8.37% |
In addition, for investment balances exceeding $300,000, you may recommend a qualified third-party investment manager to manage your fund.
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