Investment Options
When a Philanthropic Fund is established, the donor or an advisory group, if one exists, may recommend how the fund is invested within the guidelines established by InterAct for Change. Assets are not pooled with others, but instead, are held in separate accounts. InterAct for Change monitors investments against appropriate benchmarks and reports activity quarterly.
Current investment options include:
- Money-market funds (suggested for partners who plan to recommend frequent grants).
- A diverse variety of high-quality mutual funds.
Philanthropic donors enjoy administrative convenience, cost savings, and potential tax advantages. The result is that donors and clients can feel assured knowing their contributions are professionally-managed and their charitable giving recommendations are effectively administered by experienced professionals.
Please contact us at info@interactforchange.org for more information on philanthropic funds or if you are interested in becoming a donor.