Hedge your reserves against inflation

These days it’s not enough to simply have reserve funds. Conservative investing can preserve long term buying power.

Reserve funds sitting in a money market, CD or savings account are actively losing value

Portfolios designed for capital preservation

Our passive investment strategy has consistent oversight from a board of experienced investment advisors and was curated specifically for nonprofits.

Our portfolios offer highly diversified index funds that can save you money and help weather the market.
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Learn more about our portfolios

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I have $

in reserve funds

Infinite Giving
Using Balanced Grower Portfolio with historical return of 8.4%

Certified Deposit (CD)
Using US Average of 0.24% APY

Savings / Money Market
Using US Average of 0.06% APY

Hypothetical Value After 1 Year
Using CPI Inflation rate of 7.9%

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Accessibility

Withdraw funds at any time

Often tied up for 1 or more years

Withdraw funds at any time

Transparency

Little transparency and access

Good visibility and access

Account for Inflation Don't Account for Inflation

Talk to an expert.

We are a Registered Investment Advisor for Nonprofits. We offer expert investing, outsourced CIO and fiduciary services as well as gifting tools that amplify giving.

Invest reserve funds

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Manage and create endowments

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