Investment Pool Options
CFSA provides investment pool options tailored to donors’ goals, from short-term liquidity needs to long-term endowment objectives. Each pool is designed to align with specific risk, return, and spending requirements.
100% Cash Equivalents
*All funds with assets under $25,000 are automatically placed in this pool.
Designed for donors with short-term objectives and liquidity requirements.
Global Constrained Income & Growth
*Available for non-endowed funds with assets over $25,000.
Designed for donors or nonprofits with medium-term objectives (3-5 years). While moderately conservative, this pool will have a risk of loss. A moderate portion may be invested in capital appreciation-oriented investments. The income allocation may include an allocation to fixed income instruments. The pool will not include an allocation to illiquid alternative investments.
Global Constrained Balanced
*Available for non-endowed funds with assets over $25,000.
Designed for donors or nonprofits with longer-term objectives (7+ years) and spending rates of less than 4% of assets per year. A portion may be invested in capital appreciation-oriented investments. The income allocation may include an allocation to fixed income instruments. The pool will not include an allocation to illiquid alternative investments.
Global Growth & Income
*Available for non-endowed funds with assets over $25,000.
Designed for donors or nonprofits with long-term objectives (10+ years) yet with liquidity requirements and spending objectives of approximately 4% of assets per year. A large portion may be invested in capital appreciation-oriented investments. The income allocation may include an allocation to fixed income instruments. The pool will not include an allocation to illiquid alternative investments.
Endowment
*All endowed funds are automatically placed in this pool.
Designed for donors or nonprofits with endowment-like objectives (20+ years), willing to accept moderate illiquidity, and with spending objectives of approximately 4% of assets per year. A large portion may be invested in capital appreciation-oriented investments. The income allocation may include an allocation to fixed income instruments. The pool may include an allocation to illiquid alternative investments. The management of this pool will be consistent with endowment best practices.
