This form allows you to recommend how the assets in your charitable fund will be invested. As a charitable fund, your fund can grow tax-free. The Houston Jewish Community Foundation Investment Committee has engaged Fiducient Advisors, an independent investment consulting firm, to oversee HJCF’s investment options. Fundholders may choose from a variety of professionally managed investment pools.
Existing fundholders will remain invested according to their current investment allocation unless a change is requested.
New fundholders will be invested in the Cash Management Pool until a completed Investment Allocation Form is received and processed.
To learn more about each investment option and its historical performance, please review the documents linked below: