Investment Options

SVCF stewards the philanthropic assets in your fund so that they are ready to help you make a positive impact through grantmaking, whether your plan is to recommend grants immediately or over the course of years. When you choose to invest your fund in one of our three investment pools, you’re choosing world-class investment managers and strategies. In addition, SVCF offers an 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 policy for maintaining strong, consistent returns over time.  

The SVCF team is grateful to be a partner in your philanthropy. We are confident that our investment pools provide ease-of-use for fundholders and result in positive impact for our communities. 

Investment Pools

A choice of three 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 a current performance report, contact us.

Long-Term Pool: For funds with expected grantmaking timelines of seven or more years

Medium-Term Pool: For funds with expected grantmaking timelines of three to six years

Short-Term Pool: For funds with expected grantmaking timelines of up to two years

Our investment pools are designed to:

  • Ensure that our fundholders have access to investments that correspond with their expected timelines for distributing grants;
  • Align with the environmental, social and governance (ESG) considerations that are increasingly important to so many of our donors; and
  • Avoid any investment-related fees* for those whose funds are in the Short-Term Pool. In addition, for these fundholders with the nearest-term grantmaking plans, we will guarantee the stable value of funds invested in the new Short-Term Pool. Participants in this pool do not realize any investment returns on their funds; however, SVCF guarantees that their value will be held stable and will not be negatively impacted by potential market volatility.

Investment Options Chart

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

* Note investment-related fees (expenses) include investment management, consulting, administration and custody fees. All funds will continue to be assessed the support fee charged by SVCF.
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.