The Donor Advised Fund
Our investment management makes the most of your gift
The investment strategy for most charitable funds such as ours is to provide prudent management of invested capital while producing ample income from which to make gifts, as well as tax-free growth of assets over time. The best investment strategy for your Donor Advised Fund depends on its philanthropic goals. We work with you in developing an investment approach that has the best potential to match the time horizons and cash needs consistent with your fund's gift objectives. Using the investment pools below, we customize the investment strategy for your Donor Advised Fund.
Recommend the Investment Pool That Meets Your Gift Objectives
| Investment Pool | Funds Held |
|---|---|
| Money Market: Seeks to preserve principal and provide immediate cash from which to make gifts | 100% Money Market Funds |
| Conservative: Seeks to preserve principal while providing for a degree of growth of the principal | Weighted heavily toward bond funds, with a position in equities |
| Balanced: Seeks to balance preservation of principal and long-term growth | Balanced between bond and equity funds |
| Growth: Seeks long-term capital growth | Weighted heavily with equity funds, with a position in bonds |
| Equity Index: Seeks growth matching the S&P 500 Index | 100% funds that mirror the S&P 500 Index |
Investment Options Summary
— PDF, 1.6 mb
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Please contact us for more information on additional investment options that may also be available for Donor Advised Funds under special circumstances.
 The
Crimson Legacy Newsletter — Donor Advised Fund Special Edition |
University
Advancement
284 Rose Administration
Box 870122
Tuscaloosa, AL 35487
phone: (205) 348-4767
toll-free: (888) 875-4438
fax: (205) 348-8871
mailbox@advancement.ua.edu
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