Your Investment Options & Investment Pool Performance
The Greater Kansas City Community Foundation’s investment program offers the flexibility to customize how your charitable assets are invested to meet your charitable goals.
Option One
Your Financial Advisor Manages Your Fund
If your fund’s assets exceed $100,000, you can benefit from custom investment management by an advisor you already know and trust in a financial advisor managed account. If this option is right for you, simply connect us with your financial advisor and our team will take care of the rest.
Option Two
An Investment Mix Using the Community Foundation’s Investment Pools
The Community Foundation’s investment pools allow you to match your investment strategy with your risk tolerance and long-term objectives for your fund. The pools are organized according to asset class and include the following: Domestic Equity (100% U.S. Stock), International Equity (100% Foreign Stock: 80% Developed Markets and 20% Emerging Markets), Intermediate-Term Fixed Income, Short-Term Fixed Income, and Money Market (Liquidity Account).
You can select a mix from the options below or create your own custom mix.
Swipe Left and Right to See the Full Chart
| Mix Options Expense Ratios | Aggressive 0.05% | Moderately
aggressive 0.06% | Moderate 0.07% | Conservative 0.08% | Risk averse 0.14% |
|---|---|---|---|---|---|
| Domestic Equity | 55% | 43% | 29% | 14% | 0% |
| International Equity | 22% | 17% | 11% | 6% | 0% |
| Intermediate-Term Fixed Income | 10% | 10% | 15% | 18% | 0% |
| Short-Term Fixed Income | 10% | 25% | 35% | 42% | 0% |
| Money Market | 3% | 5% | 10% | 20% | 100% |
Option Three
An Investment Mix Using the Community Foundation’s ESG Investment Pools
The Social Impact Pool (70% U.S. Stock and 30% Foreign Stock) invests in organizations that are treating employees and customers fairly and are creating opportunities for the least advantaged. Additionally, the Pool focuses on investment managers from groups that have been traditionally excluded from the asset management industry.
The Environmental Impact Pool (70% U.S. Stock and 30% Foreign Stock) invests in organizations that are best positioned to address and cope with rising climate risks by reducing carbon emissions, conserving resources, and adopting environmental policies.
The Broad ESG Impact Pool (70% U.S. Stock and 30% Foreign Stock) invests in organizations that tackle global challenges through commitments to environmental action, diversity and inclusion, and good governance.
Select or Change Your Investments
There are two ways to change your investment options:
- Log in to the giving portal and visit the “Investments” tab.
- Download and complete the Investment Recommendation Form and return to Donor Services at service@growyourgiving.org or fax 816.842.8079.
Investments are adjusted monthly, and changes are applied on the last day of each month. Changes submitted during or after the last full week of each month will be effective on the last day of the following month.
Investment Performance
The responsibility for managing the Community Foundation’s investment program is vested in our Board of Directors through the Investment Committee. This committee works closely with staff and the Community Foundation’s investment advisors to set policy, establish performance benchmarks and monitor performance. The investment pool percentages in the mix options may change from time to time upon Investment Committee review.
The investment performance summaries are updated monthly, and the investment performance supplemental report is updated quarterly.