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Donor Resources

 
Estate Plan
 
Gift Management
   
Stewards Fund
   
Charitable Trusts
   
Gift Annuities
   
Types of Gifts
   
Member Asset Management Services
     
Investing the Account
     
Investment Options
     
Investment Results
     
Low Expenses
   
Fund Managers
   
Investment Committee

 

 

 
Investing the Account (Member Asset Management)

Your organization will have full access to each of our nine individual investment funds.

You will have the option of (1) self directing your investments among any of these nine funds, or (2) having Barnabas Foundation manage the allocation of your investments.

You have the flexibility to change your allocation or transfer between funds on the first day of every month. Cash distributions from or contributions to the Cash Equivalents Fund can be made on a daily basis.

Here are two potential investment allocations that we believe would be suitable for long-term investments like endowments. Your investment objectives and risk tolerance will help determine which portfolio is right for you.


 
   
         
   



 

 


18601 North Creek Drive, Suite B, Tinley Park, IL 60477-6238
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