Investment Benefits

More change from every dollar
with the give-grow-grant equation

The Donors' Fund Graph The Donors' Fund Graph The Donors' Fund Graph The Donors' Fund Graph The Donors' Fund Graph
  • Tax-Free Funding

    Your funds go in tax deductible, grow tax-free, and are distributed tax-free to the charities you choose.

  • Select your exposure level
    Place your funds across different investment portfolios ranging from most conservative to most aggressive:
  • Funds managed by giants
    Management by leading financial institutions helps reduce risk and promote growth, leaving you with more to give.
  • Lowest Investment Minimums
    Begin your Growth GivingTM journey small, or spread your invested funds across more portfolios with a low minimum of $500.
  • Individualized Portfolio
    Private Client Exclusive
    As a private client, you have the power to choose, transition, and grow your accounts in the way that works best for you.
How It Works

Seamless two-way bridge
between investing and giving

1

Open a general giving account with The Donor's Fund

2

Transfer funds from your giving account to portfolio(s) you prefer

3

Log in for daily performance updates or to update allocations

4

Grant as usual by transferring funds back to your general account

No wait periods. No annual transfer limits.
You're Free to giveTM as often and as generously as you like.

1

Open a general giving account with The Donor's Fund

2

Transfer funds from your giving account to portfolio(s) you prefer

3

Log in for daily performance updates or to update allocations

4

Grant as usual by transferring funds back to your general account

Investments Pools

Conservative Income pool

Short Term Growth
|
EXP. ratio 0.79%
The Donors' Fund Donut Graph
Asset allocation
  • Fixed Income
    52%
  • Cash
    18%
  • Equity
    30%
Risk
The Donors' Fund Graph
Performance (annual average)
Inception: 5.96%   5 year: 5.84%
1 year: 9.65%   Q3: 2.71%

Balance and growth pool

Moderate Term Growth
|
EXP. ratio 0.79%
The Donors' Fund Donut Graph
Asset allocation
  • Fixed Income
    33%
  • Cash
    4%
  • Equity
    63%
Risk
The Donors' Fund Graph
Performance (annual average)
Inception: 9.35%   5 year: 8.84%
1 year: 14.51%   Q3: 4.63%

Growth pool

Long Term Growth
|
EXP. ratio 0.79%
The Donors' Fund Donut Graph
Asset allocation
  • Fixed Income
    4%
  • Cash
    4%
  • Equity
    92%
Risk
The Donors' Fund Graph
Performance (annual average)
Inception: 11.10%   5 year: 9.99%
1 year: 14.16%   Q3: 6.47%

Make your first investment:
join The Donors' Fund today

Open an account

Want to learn more about
Growth GivingTM? Speak with
one of our investing advisors:

Schedule a call
The Donors' Fund Plant