Common use of Investment Alternatives Clause in Contracts

Investment Alternatives. No Fee; Non-Invested Cash Account Only for Funds Greater than $10,000 Cash Management Pool (Bank CDs and US Government Agency notes with maturities of less than one-year) Reliant Pool - Reliant Investment Management Pool (Short duration, high quality fixed income; 1-3 year maturities) Longleaf Pool (invested equally in the Partners Fund, Small-Cap Fund and the International Fund) Preserver Partners Pool - Multi-Asset (Invested in equity, fixed income, real estate, and alternative strategies) Diversified Trust Company Pools: Conservative (100% fixed income) Balanced (40% fixed income and 60% equity) Growth (100% equity) Please check if the following applies: My fund will be $300,000 or greater, and I plan to recommend my own investment manager Investment options can be changed anytime; however, the change must be in writing. The Donor is aware of the risk of investing his/her donor-advised fund, and the Foundation is not responsible for poor performance or decline in value. In addition, the Foundation is not responsible for poor decisions made by the investment manager recommended by the Donor.

Investment Alternatives. No Fee; Non-Invested Cash Account Only for Funds Greater than $10,000 Fund shall be invested appropriately with an objective of safeguarded the balance of an endowed fund among the following choices: Cash Management Pool (Bank CDs and US Government Agency notes with maturities of less than one-year) Reliant Pool - Reliant Investment Management Pool (Short duration, high quality fixed income; 1-3 year maturities) Longleaf Pool (invested equally in the Partners Fund, Small-Cap Fund and the International Fund) Preserver Partners Pool - Multi-Asset (Invested in equity, fixed income, real estate, and alternative strategies) Diversified Trust Company Pools: Conservative (100% fixed income) Balanced (40% fixed income and 60% equity) Growth (100% equity) Please check if the following applies: My fund will be $300,000 or greater, and I plan to recommend my own investment manager Investment options can be changed anytime; however, the change must be in writing. The Donor is aware of the risk of investing his/her donor-advised fund, and the Foundation is not responsible for poor performance or decline in value. In addition, the Foundation is not responsible for poor decisions made by the investment manager recommended by the Donor.

Investment Alternatives. No Fee; Non-Invested Cash Account Only for Funds Greater than $10,000 Cash Management Longleaf Pool (Bank CDs invested equally in the Partners Fund, Small-Cap Fund and US Government Agency notes with maturities of less than one-yearthe International Fund) Reliant Pool - Reliant Investment Management Pool (Short duration, high quality fixed income; 1-3 year maturities) Longleaf Pool (invested equally in the Partners Fund, Small-Cap Fund and the International Fund) Preserver Partners Pool - Multi-Asset (Invested in equity, fixed income, real estate, and alternative strategies) Cash Management Pool (Bank CDs and US Government Agency notes with maturities of less than one-year) Diversified Trust Company Pools: Conservative (100% fixed income) Balanced (40% fixed income and 60% equity) Growth (100% equity) Please check if the following applies: My fund will be $300,000 or greater, and I plan to recommend my own investment manager Investment options can be changed anytime; however, the change must be in writing. The Donor is aware of the risk of investing his/her donor-advised fund, and the Foundation is not responsible for poor performance or decline in value. In addition, the Foundation is not responsible for poor decisions made by the investment manager recommended by the Donor.

Investment Alternatives. No Fee; Non-Invested Cash Account Reliant Investment Management Pools - Only for Funds Greater than $10,000 Cash Management Pool (Bank CDs and US Government Agency notes with maturities of less than one-year) Reliant Pool - Reliant Investment Management Pool Short Duration Fixed Income (Short duration, high quality fixed qualityfixed income; 1-3 year maturities) Longleaf Pool (invested equally in the Partners FundMix of Partner, Small-Cap Fund and the International Fund& Global Funds (Equal allocations of each fund) Preserver Partners Pool Opportunistic Income - (Multi-Asset (- Invested in equity, fixed income, real estate, and alternative strategies) Diversified Trust Company Pools: Pools Conservative (100% fixed income) Balanced (40% fixed income and 60% equity) Growth (100% equity) Schwab Pools MarketTrack – Conservative SWCGX MarketTrack – Balanced SWBGX MarketTrack – Growth SWHGX S&P 500 Fund - SWPPX Please check if the following applies: My fund will be $300,000 or greater, and I plan to recommend my own investment manager Investment options can be changed anytime; however, the change must be in writing. The Donor is aware of the risk of investing his/her donor-advised fund, and the Foundation is not responsible for poor performance or decline in value. In addition, the Foundation is not responsible for poor decisions made by the investment manager recommended by the Donor.