Common use of Asset Allocation Clause in Contracts

Asset Allocation. The primary advisor’s recommended asset allocation should reflect the Fund’s philanthropic strategy for the year. Grant distributions are paid from assets in the short-term investment pool. As such, the Foundation recommends a minimum allocation to the short-term investment pool equivalent to at least a year’s worth of grants to ensure adequate liquidity. _____________% Short-Term Investment Pool _____________% Long-Term Investment Pool _____________% Mission-Aligned Investments Pool (Must total 100%) Assets are invested in our program-related investment strategy that provides below-market- rate loans to nonprofits and social enterprises. For capital undeployed in loans, the Foundation invests in program-aligned assets. Minimum investment amount: $50,000. Investment term: 5 years. $ Allocation in the Bay Area Community Impact Fund (Fixed amount, $50,000 minimum for 5 years)