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Investment Pool Selector

Use our interactive tool to help choose an investment pool that meets your philanthropic goals.

How long do you plan for your giving account to last?

Over the next 5 years, consider how grant disbursements made from the account will compare to additional contributions into the account. Complete the statement: Grants out of the account will be _____ contributions into the account.

substantially more than
more than
about equal to
substantially less than
less than

If your charitable giving account lost 15% to 20% of its value in six months, how would you adjust your allocation?

I would make no changes
I would attempt to significantly reduce the downside risk by moving a portion or all of my account to a more stable investment pool
I would attempt to increase the upside potential by moving a portion or all of my account to a riskier investment pool
I'm not sure

What is the riskiest class of investments you have previously owned or currently own?

Cash or short-term investments (least risky)
US Stock
Bonds
International Stocks (most risky)

Based on your inputs, a suggested asset allocation is:

To learn more about the suggested investment pool(s) and all pool options, visit our Investments page. Note, the Global Impact Equity Pool is not included in the above tool.

This tool is provided for informational purposes only. The calculator and results do not constitute financial, tax, or legal advice. For financial or legal advice, please consult your own professional advisor.

The Program’s tax identification number is 31-1709466.

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