Common use of Investment Allocation Clause in Contracts

Investment Allocation. For funds of $25,000 or more, you may select your investment pool option. Your first $10,000 will remain in cash. Please refer to the documents regarding investment pools for additional information and allocation details. If you need further information, please contact the Donor Advised Team. qAs my initial contribution exceeds $25,000, I recommend that the assets of my Donor Advised Fund be invested as follows: Please select one (1) pool below. If you do not specify the investment pool, the fund will be allocated to the Money Market. You may recommend an investment at any time. qFixed Income Percent or Dollars: 100% Fixed Income Designed for donors seeking: Fund values that are relatively stable Steady long-term income To make grants for a period of two years or more qConservative Growth Percent or Dollars: 70% Fixed Income/30% Equities Designed for donors seeking: Moderate stability Some appetite for risk To make grants for a period of four years or more qModerate Growth, Passive* Percent or Dollars: 40% Fixed Income/60% Equities Designed for donors seeking: Exposure to the market with a moderate level of risk Optimized growth for long-term philanthropic capital To make grants for a period of seven years or more qModerate Growth, Active Percent or Dollars: 40% Fixed Income/60% Equities Designed for donors seeking: Exposure to the market with a moderate level of risk Optimized growth for long-term philanthropic capital To make grants for a period of seven years or more qEndowment Proxy Pool** Percent or Dollars: 23% Fixed Income/62% Equities/15% Hedge Designed for donors seeking: Maximized capital appreciation with exposure to alternative investments Benefits from long-term opportunities realized for a patient investment strategy To make grants for a period of seven years or more q My initial contribution does not exceed $25,000 and/or I have chosen not to make an investment recommendation at this time, but I understand that I may make an investment recommendation at any point in the future via the Investment Selection Form.† †Default if no box is checked

Investment Allocation. For funds of $25,000 or more, you may select your investment pool option. Your first $10,000 will remain in cash. Please refer to the documents regarding investment pools for additional information and allocation details. If you need further information, please contact the Donor Advised Fund Team. qAs my initial contribution exceeds is at least $25,000, I recommend that the assets of my Donor Advised Fund Fund, above and beyond $10,000, be invested as follows: Please select one (1) pool Pool below. If you do not specify the investment poolPool, the fund Fund will be allocated to the Money Market. You may recommend an investment at any time. qFixed Income Percent or Dollars: 100% Fixed Income Designed for donors seeking: Fund values that are relatively stable Steady long-term income To make grants for a period of two years or more qConservative Growth Percent or Dollars: 70% Fixed Income/30% Equities Designed for donors seeking: Moderate stability Some appetite for risk To make grants for a period of four years or more qModerate q Moderate Growth, Passive* Percent or Dollars: 40% Fixed Income/60% Equities Designed for donors seeking: Exposure to the market with a moderate level of risk Optimized growth for long-term philanthropic capital To make grants for a period of seven years or more qModerate q Moderate Growth, Active Percent or Dollars: 40% Fixed Income/60% Equities Designed for donors seeking: Exposure to the market with a moderate level of risk Optimized growth for long-term philanthropic capital To make grants for a period of seven years or more qEndowment Proxy Pool** Percent or Dollars: 23% Fixed Income/62% Equities/15% Hedge Designed for donors seeking: Maximized capital appreciation with exposure to alternative investments Benefits from long-term opportunities realized for a patient investment strategy To make grants for a period of seven years or more q My initial contribution does not exceed $25,000 and/or I have chosen not to make an investment recommendation at this time, but I understand that I may make an investment recommendation at any point in the future via the Investment Selection Form.† †Default if no box is checked