How does CFT manage the investment of funds?
A vice president, investment committee of the board of trustees, and professional money managers actively manage the investment of charitable funds at CFT. Our investment program is conservative, yet works to reasonably maximize the potential earnings of funds that are held at CFT before they are awarded in charitable grants. Donors are invited to choose between an “asset appreciation” investment model (a 75/25 split between equities and fixed income) and an “asset preservation” investment model (a 60/40 split between equities and fixed income). Donors also are welcome to make other investment recommendations, although the board of trustees is charged with making final investment decisions. Investment returns and related information are available to individual donors for their respective funds.