Investment Options

You can trust SVCF to steward the philanthropic assets in your fund so that they are ready when you need them. We offer a variety of investment solutions including a selection of investment pools with access to world-class investment managers and strategies, and our individually managed fund program that provides the opportunity to recommend a trusted investment professional to manage a custom portfolio for your fund. All investments are overseen by our experienced investment committee, staff and consultants. Please read our investment philosophy for maintaining strong, consistent returns over time.   

Investment Pools

A choice of five investment pools is designed to meet a range of philanthropic goals and time horizons. Fund advisors may allocate to one or more pools. We maintain your fund's investment pool allocation through regular monthly rebalancing. 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.  For a current performance report, contact us
 

Investment PoolInvestment HorizonDescription
Long-Term Growth7 years or moreDiversified portfolio of global stocks and bonds
50% equity, 20% fixed income and 30% alternatives
Social Impact7 years or moreDiversified portfolio of global stocks and bonds from companies with strong financial and social records
65% equity, 32% fixed income and 6% alternatives
Balanced3 to 7 yearsBalanced portfolio of global stocks and bonds
50% fixed income, 40% equity and 10% alternatives
Short-Term1 to 3 yearsPortfolio of U.S. short term and global bonds
100%  U.S. and global fixed income
Capital Preservation1 year or lessPortfolio of liquid, short term securities
100% money market securities and bank CDs

Individually Managed Funds

For advised funds of $1 million or more, donors may recommend a trusted investment advisor to manage the fund and ensure its growth. Read more about individually managed funds.  
 

Silicon Valley Community Foundation is not engaged in rendering legal, financial, or tax advice. Information in our publications and on our website is provided as a service to provide general information about charitable giving. Many topics related to charitable giving have complexities and nuances that cannot be adequately detailed in brief articles or announcements. Individuals’ personal situations may vary. Please consult your financial or legal advisor. Performance data is based on past performance and is no guarantee of future results. If you would like to report discrepancies with information presented, please contact us at info@siliconvalleycf.org.