Your donor-advised fund may be invested in one of the investment options provided by the Advise Us Foundation. Donor-advised funds are charged annual administrative and investment assessments based on fund balances.

 

Portfolio Options

BROAD EQUITY

  • Vanguard Total Stock Market Index Fund 70%
  • Vanguard Total Bond Market Index Fund 25%
  • Vanguard Federal Money Market Fund 5%

S&P 500 EQUITY

  • Vanguard 500 Index Fund 70%
  • Vanguard Total Bond Market Index Fund 25%
  • Vanguard Federal Money Market Fund 5%
SOCIAL RESPONSIBILITY EQUITY
  • Vanguard FTSE Social Index Fund 65%
  • Vanguard Total Bond Market Index Fund 30%
  • Vanguard Federal Money Market Fund 5%

S&P 500 AND INTERNATIONAL EQUITY

  • Vanguard 500 Index Fund 35%
  • Vanguard Developed Markets Index Fund 35%
  • Vanguard Total Bond Market Index Fund 25%
  • Vanguard Federal Money Market Fund 5%

BALANCED

  • Vanguard Total Bond Market Index Fund 25%
  • Vanguard Short-Term Government Bond Fund 20%
  • Vanguard Developed Markets Index Fund 20%
  • Vanguard Total Stock Market Index Fund 25%
  • Vanguard Federal Money Market Fund 10%

FIXED INCOME

  • Vanguard Total Stock Market Index Fund 5%
  • Vanguard Total Bond Market Index Fund 40%
  • Vanguard Short-Term Government Bond Fund 40%
  • Vanguard Federal Money Market Fund 15%

Should you require more information about our investment options, please contact the Advise Us Foundation at (708) 800-8474 or ask your question in the “Comments” section of our Contact Form

Investment option recommendations are advisory only and The Advise Us Fund may:

  • at its sole and absolute discretion, follow or decline to follow my recommendation;
  • at any time, at its sole and absolute discretion, change the investment of all or any portion of the assets in my Fund;
  • if my recommendation is accepted, administer the investments in accordance with the investment policy of The Advise Us Fund;

Furthermore, I understand that all exchange-traded funds are subject to market and interest rate fluctuation risks, and any gain or loss generated by the above investments will be credited or charged to your Fund accordingly; and an asset allocation is no guarantee of future results

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