How Are Charitable Assets Invested?

Donors Capital Fund offers specialized portfolio management by board-approved investment advisors at Merrill Lynch. Donors may select among five customized donor-advised account portfolio options, which are tailored to maximize their charitable purpose. Investment fees are 1% annually and calculated and charged quarterly.

Alternatively, with an initial contribution of $5 million or more, donors may recommend their own investment advisor provided the Donors Capital Fund Board approves the recommended advisor and the advisor remains in compliance with the Fund's Investment Policy Statement. Recommended investment advisors may not receive fee payment directly from the charitable account. Please contact Donors Capital Fund for more information.