Common use of Investment Allocation Clause in Contracts

Investment Allocation. For funds of $25,000 or more, you may recommend an investment pool option. Your first $10,000 will remain in cash (also called the Short-Term Pool.) Please refer to the Investment Options sheet for additional information and allocation details. If you need further information, please contact the Donor-Advised Fund Team.  My initial contribution does not exceed $25,000 and/or I have chosen not to make an investment recommendation at this time, but I understand that I may make an investment recommendation at any point in the future via the Investment Selection Form.† †Default if no box is checked  As my initial contribution is at least $25,000, I recommend that the assets of my Donor-Advised Fund, above and beyond $10,000, be invested as follows (Please select only one): Values-Aligned Investing: actively-managed investments which score higher on “ESG” factors (environmental, social, governance)  Moderate-Term