Charitable Legacy Pool
The Charitable Legacy Pool was created to meet the objectives of donors who are looking for a long-term giving approach for their Giving Accounts that is similar to the multi-asset investment strategy of an endowment — allowing for consistent annual payouts to charities while preserving the Giving Account principal balance.
How It Works
- Donor recommends an allocation of a minimum of $100,000 from their Giving Account to the Charitable Legacy Pool.
- The pool is invested in a globally diversified portfolio of mutual funds designed with the objective of achieving an annual total return of 5% above inflation over extended time periods and market cycles.
- The donor recommends that the Gift Fund make grants in support of their favorite nonprofit organizations, in line with their charitable objectives.
Contact Us
To learn more about this pool, call us or have your advisor call us at
800-262-6039.
* A portion of the pool's annual return is designed to provide protection against the effects of inflation and to preserve the current value.