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Investment Options

  • Investment OptionsYou can open an account with a minimum contribution of $10,000. 
  • You can make additional contributions at any time. 
  • You can fund the account with cash, appreciated securities, or real estate. 
  • A number of investment options are available. Each retains asset liquidity, but depending on an advisor's future plans for grant making, the advisor may recommend that the fund's assets be invested for more growth potential. Donors work with staff at The Foundation to determine the appropriate investment option.