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%
- 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