DonorsTrust offers a variety of investment options that allow you to grow your charitable funds over time.

As an account holder, you may choose to invest your charitable assets among a selection of four pooled-fund portfolio investment strategies including Money Market, Conservative, Moderate, and Growth. Ā In addition to these funds, invested and managed by Merrill Lynch, we also offer a selection of Vanguard funds. Ā For a recent quarterly fund performance report, pleaseĀ contact us.

Investment fees apply to donor-advised accounts in addition to administrative services fees. They are charged quarterly and range from 0% to 1% of the account balance annually. You will be provided with quarterly reports reflecting the past quarterā€™s activity, including contributions received, administrative and investment fees charged to the account, grants distributed, and ending balances.

If you wish to establish an account of $5,000,000 or more, personalized portfolio management is available to you throughĀ Donors Capital Fund. The Fund is a 501(c)(3), 509(a)(3) supporting organization associated with DonorsTrust.

Complete information on asset management and the investment manager are available inĀ The Donorā€™s Guide to DonorsTrust,Ā availableĀ upon request.

Start Protecting Your Intent Today.

To learn more about how a donor-advised account can help you protect your donor intent, click below to download your copy of 8 Steps to Securing Your Donor Intent. This step-by-step guide offers practical steps you can do starting today to ensure the principles you hold dear get advanced through your charitable giving, both now and in the future.

Author

  • Peter Lipsett

    Peter Lipsett is vice president at DonorsTrust. He also leads DonorsTrustā€™s Novus Society, a network of donors under 40 committed to growing their philanthropic know-how. He has a dual degree in political science and theater from Davidson College and finally got a practical credential with an MBA from George Mason University.