Whitefish Community Foundation offers a choice of four investment pools designed to meet your giving time horizons. Fund advisors may allocate a Donor Advised Fund to one or more pools. Community Foundation staff will work with our investment management advisors at the Mason Investment Advisory Services to maintain your fund’s investment pool allocation through regular monthly re-balancing. Pool allocations may be changed once per year or upon a significant change in charitable goals or time horizon. For additional detail, click on the name of each investment pool in the table below. Invested funds are charged a low investment fee currently 37 basis points. For a current performance report, contact us.
|Investment Pool||Investment Horizon||Investment Objective|
|Long-Term Growth Pool||10 years or more||Long Term Capital Growth
77% Equity, 22% Fixed Income, 1% Cash
|Balanced Pool||5 years or more||Balanced mixture of safety, income, and capital appreciation
51.5% Equity, 46.5% Fixed Income, 2% Cash
|Short Term Pool||1 to 3 years or more||Preservation of Principal
Combination of fixed income, cash, and cash equivalent
|Capital Preservation Pool||1 year or less||Stability of Principal
Combination of money market, certificates of deposit, and other liquid short term securities
Individually Managed Funds with the Outside Investor Program
Professional Advisors have spent years getting to know their clients and their financial goals. With the Outside Investor Program at Whitefish Community Foundation, donors can continue to receive investment management expertise from advisors they have built relationships with while enjoying the philanthropic support from the Whitefish Community Foundation.
For advised funds of $500,000 or more, donors may recommend a trusted investment advisor to manage the funds they donate to the Whitefish Community Foundation’s Donor Advised Fund Program. Contact us to Learn More by calling 406-863-1781 or by email.