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 6/30/2020:

 

QTD YTD 1-Yr 3-Yr   5-Yr 10-Yr
Capital Preservation 6.93% 2.16% 5.71% 4.98% 4.47% 4.86%
Balanced 13.49% -0.13% 6.17% 7.14% 6.75% 8.22%
Growth Primary Income Secondary 14.93% -1.29% 5.60% 7.40% 7.12% 8.97%
Growth 80/20 17.13% -3.13% 4.60% 7.71% 7.62% 10.05

 

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.

PCAF

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

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