...Investment Options...
Donor Advised Fund
The Donor Advised Fund offers a
choice of investment options when making your contributions. Your contribution
can be allocated among any combination of investment pools, each with different
objectives.
You advise how contributions to the
Tompkins Charitable Gift Fund are invested to provide the potential for the
assets to grow, which may ultimately result in additional dollars for charitable
grants.
Our Donor Advised Fund offers four pools for
donors to choose a one-step implementation of a giving plan with a blend of
mutual funds approach. The four approaches to match your charitable giving
objectives are:
-
Growth Pool for donors
who look for the potential of a significant capital appreciation and for
aggressive attributes.
-
Growth with Income Pool
invests primarily for long-term capital appreciation but maintains a
combination of value attributes to enhance portfolio diversification. It may
have less volatility than the Growth Pool over the long term.
-
Gift Preservation Pool
invests primarily in fixed income funds to emphasize preservation and less
volatility.
-
Socially Responsible Pool
maximizes both financial return and social good. In general, it favors
corporate practices which are environmentally responsible and some (not all)
avoidance of businesses involved in alcohol, tobacco, gambling, weapons and
other military industries, and/or abortion.
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