When donors express interest in how the fund will be invested, we review our investment options with them and work out an investment program that will suit the grant needs of the fund. In terms of emphasis, yes. The New York Community Trust and the Long Island Community Foundation are charitable organizations, not investment firms. We deliver responsible and competitive performance, but we do not urge The Trust's investment managers to take high risk positions. Rather, we strive for performance that is competitive with other balanced options over the long term.
Every fund receives individual attention.
As a donor, you receive accounting statements quarterly, detailing the activity in your fund. You may name children, grandchildren or others to continue to advise the fund you established. Just as the fund can continue your charitable deeds beyond your lifetime, so can it make your descendants heir to a tradition of giving.