Capital Preservation Sample Clauses
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Capital Preservation. Structured for a short-term time horizon. This option seeks to maximize current income consistent with the preservation of principal and limited volatility. (The portfolio may not keep pace with inflation and may not maintain a stable value over short periods).
Capital Preservation. This pool is designed to preserve principal and provide current income and liquidity by investing in high quality, short-term financial instruments. It is appropriate for fund advisors seeking stability or for that portion of a fund that is to be distributed as grants within 12 months or less. Important Information A small portion of each pool may be held in cash at all times to provide liquidity for grant distributions. Investment expenses are in addition to an administrative support fee charged by the community foundation. The investment return and principal value will fluctuate such that investments, when redeemed for grantmaking, may be worth more or less than their original cost. Contact Silicon Valley Community Foundation at ▇▇▇▇▇▇@▇▇▇▇▇▇▇▇▇▇▇▇▇▇▇.▇▇▇ or 650.450.5444 for additional information regarding investment options or historical performance. Funds established at Silicon Valley Community Foundation (the “community foundation”) are component funds of the community foundation, a Section 501(c)(3) public charity. Contributions other than cash or marketable securities must first be approved by the community foundation. All contributions to the community foundation’s funds are treated as gifts to a public charity and are generally tax-deductible, subject to individual limitations. The community foundation does not provide tax or legal advice; we recommend consulting a professional advisor if you have questions about a gift to the community foundation.
Capital Preservation seek to maintain principal • interested in investments with very low historical risk of loss of principal • money market funds • high-quality short-term fixed-income investments • seek to generate income from investments • interested in investments with low historical risk of loss of principal • high-quality short- and medium-term fixed-income investments • short-term bond funds • covered call options • seek to grow principal value over time • willing to invest in securities with moderate to above-average historical risk of loss of principal • common stocks • lower-quality medium-term fixed-income investments • equity mutual funds or index funds