What is your cause? Whether you are passionate about orphan care, health care, or something different, we have investment pools dedicated to supporting the companies and organizations making an impact for these causes. Invest in one pool or a combination while evaluating the level of risk and growth metrics you desire. We are here to help you every step of the way in making the best decisions to accomplish your goals.

QUARTERLY PERFORMANCE

MANAGED POOLS

CAPITAL PRESERVATION POOL

Capital Preservation Pool is a diversified pool that pursues income with modest capital appreciation by allocating assets mostly to short-term investment-grade fixed income, and slight allocation of assets to opportunities for higher growth. This pool seeks to provide current income with low levels of return volatility and is generally recommended for donors whose giving time horizon is immediate or near-term.

This pool has a target allocation of:

Limited Term Bond Fund (87%) Multi-Asset Income Fund (10%) Money Market (3%)

Management Fees: 35 basis points (0.35%)

LEARN MORE: https://thesignatry.com/donor-advised-fund/investment-pools/