Common use of Fund Investments Clause in Contracts

Fund Investments. The Foundation may select the fund’s initial investment option (continue to next Section). If the above box is not checked, please select one of the following Foundation investment options. % Cash Investment Pool – Seeks little to no risk of principal loss through a combination of money market investments and other highly liquid interest bearing securities with short-term maturities. % Conservative Growth Investment Pool – Primarily seek preservation of assets with significant majority of assets in interest bearing securities of various maturities, remainder in equities. % Moderate Growth Investment Pool – Seek a blend of growth vs capital preservation of assets as well as balanced risk with assets split between equities and interest bearing securities of various maturities. % Aggressive Growth Investment Pool – Primarily seek increased growth in value with significant majority of assets in equities, remainder in interest bearing securities of various maturities. *Total must equal 100% This option is available, but is not required, for funds valued in excess of $250,000: An external investment manager of your choice: Name Firm Email Telephone External investment managers must be approved by the Foundation and must execute an agreement between the manager and the Foundation to serve in this capacity.