The investment options we offer can be tailored to suit different charitable spending needs. The investment plan we initially adopt to pay anticipated grants can be modified if a fund's grantmaking pattern changes. We are happy to have your guidance on anticipated grant spending. If there are to be periodic invasions of principal for grant payments, we will invest at least a portion of the fund in a money market vehicle. Please call us for more information on current investment vehicles.
Daily oversight is provided by investment professionals on staff.
Quarterly Reporting Four times a year you will receive reports on the fund. Each report will include a statement of activity during the quarter. The fund's market value is also included. The statement of market value lists the current value of the fund's principal, and a combined total for principal and income. Of course, all investment options, with the exception of the money market fund, will experience some capital fluctuation.