How We Invest
We take great care to invest your funds strategically, prudently and transparently, so you can see them grow over time and they are available for grand-making now and for generations to come.
We work with our community-led investment committee of seasoned experts, in partnership with Colonial Consulting LLC, to use a defensive portfolio strategy emphasizing growth and capital appreciation while protecting your investments. We want you to be able to support your favorite causes and nonprofits for years to come. The cornerstone of our investment strategy is the preservation of capital regardless of market performance, ensuring funds are available to support your causes.