Decide How to Invest

Helping You Chart Your Course

You have a vision and the means to see it become reality. What you need is a guide able to assist you on your journey.

The Dallas Foundation recognizes that no single investment plan can meet every donor’s needs. That’s why we offer a variety of investment options, designed for different levels of risk tolerance and investment time horizons, so that each donor can meet their unique philanthropic objectives.

Providing You With Options

Standard Investment Pools: The Dallas Foundation offers a money market pool and three investment pools consisting of a broadly diversified mix of index funds. Each donor may recommend a change of investment pools at the beginning of any calendar quarter on three business days’ notice. If a fund has an asset balance of more than $1 million the donor may request a customized allocation. As with any investment, past performance does not guarantee comparable future returns.

American Funds and Merrill Lynch: The Dallas Foundation has cooperative arrangements with American Funds and Merrill Lynch. Donors may recommend that fund assets be invested in one or more of these companies’ mutual funds.

Other Investments: Donors with fund balances of $1 million or more may recommend that their fund’s assets be invested with an outside manager. All outside managers must be approved by the Foundation’s Investment Committee and must agree to abide by the Foundation’s investment policy.