Biblically Responsible Investments for Donor Advised Funds
Every Dollar
has a Purpose
When you open a donor advised fund with The Signatry, your donations can start making a difference even before you recommend grants to your favorite charities. You can recommend that the dollars in the fund be placed in one (or more) of our biblically responsible investment (BRI) pools. Each investment pool is comprised of businesses screened for sustainable, ethical, biblically responsible business practices.
See how our investment pools performed in the most recent quarter:
Charitable Investments Aligned with Your Goals and Passions
As a donor, you would never give to a cause you did not believe in. So why would you invest in one?
What is your cause? Whether you are passionate about orphan care, health care, or something different, we have investment pools dedicated to supporting the companies and organizations making an impact for these causes. As a faith-based investor, you can evaluate the level of risk and growth metrics, then recommend investing in one pool or a combination.
Biblically Responsible Investing and Stewardship
Filtering for companies that value ethical, responsible business practices does not come at the expense of investment performance. Faith-based and other ethical investment pools like ours tend to yield comparable returns to other similar investment options.
“We should expect that investing in businesses that work in harmony with God’s design will be the best investment strategy for meeting our clients’ needs. And that is exactly what we find.”
Jason Myhre, Executive Director, Eventide Center for Faith & Investing
Managed Pools
Conservative Allocation Pool
The Conservative Allocation Pool is a diversified pool that pursues slightly higher capital appreciation through a 25 percent allocation of equity, with the remaining assets allocated in fixed income. This pool has low to moderate risk.
This pool has a target allocation of:
Crossmark Steward Select Bond (29%)
Limited Term Bond Fund (29%)
Dividend Opportunities (5%)
Multi-Asset Income Fund (35%)
Money Market (2%)
Management Fees: 35 basis points (0.35%)
Moderate Allocation Pool
The Moderate Allocation Pool is a diversified pool that pursues a balance between income and capital appreciation by having equal percentages of assets allocated to both fixed income and equity. This pool’s risk level is moderate to moderately aggressive, and it seeks current income while maintaining the potential for long term capital appreciation. Balancing exposure to global stocks and bonds helps to moderate return volatility.
This pool has a target allocation of:
Crossmark Steward Select Bond (24%)
Limited Term Bond Fund (25%)
Dividend Opportunities (5%)
Gilead (5%)
Small Mid Cap (5%)
Index Funds (24%)
International Index (10%)
Money Market (2%)
Management Fees: 75 basis points (0.75%)
Aggressive Allocation Pool
The Aggressive Allocation Pool is a diversified pool that is primarily invested for growth, with 70 percent of assets invested in equity, and a moderate allocation to fixed income. This pool’s risk level is moderately aggressive to aggressive, and it seeks long term growth through a global allocation to stocks and bonds.
This pool has a target allocation of:
Crossmark Steward Select Bond (12.5%)
Limited Term Bond Fund (12.5%)
Dividend Opportunities (7.5%)
Gilead (7.5%)
Index Funds (35.5%)
Small Mid Cap (7.5%)
International Index (15%)
Money Market (2%)
Management Fees: 75 basis points (0.75%)
Money Market
Money Market Pool
The Money Market pool is allocated to various cash and money market investments characterized by their short maturities and minimal credit risk. The Money Market pool generally has the lowest level of risk.
Money Market (100%)
Management Fees: None. We employ financial-industry-accepted best practices of sharing growth in our money market pool earnings with our donor advised funds.
What is a
Donor Advised Fund?
Learn more about donor advised funds and
maximize the dollars that are sent out to build God’s kingdom.
