Investment Strategies
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, and other applicable funds. Here are the four available pool options along with their annualized return rates as of 12/31/2022:
| 12/31/2022 | QTD | YTD | 1-Yr | 3-Yr | 5-Yr | 10-Yr |
| Capital Preservation | 3.15% | -9.96% | -9.96% | 0.71% | 2.32% | 3.12% |
| Balanced | 5.97% | -14.34% | -14.34% | 3.35% | 4.96% | 6.58% |
| Growth Primary Income Secondary | 6.68% | -15.09% | -15.09% | 4.01% | 5.58% | 7.44% |
| Growth 80/20 | 7.74% | -16.23% | -16.23% | 4.92% | 6.43% | 8.70% |
In addition, for investment balances exceeding $300,000, you may recommend a qualified third-party investment manager to manage your fund.
Have questions? Let us know and we’ll get you an answer.
Mailing Address
PCA Foundation, Inc.
1700 North Brown Road, Suite 103
Lawrenceville, GA 30043
Contact Information
Toll Free: (800) 700-3221
Local: (678) 825-1040
Fax: (678) 825-1041
