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Target Allocations: Tailored Investing

Target Allocations allow you to customize how you invest your charitable funds by setting percentage by asset across a diverse range of traditional and digital portfolio options. All portfolios are vetted and board-approved before being made available to Endaoment users. It is important to remember that all assets bear some risk, as discussed in our Investment Policy. Endaoment retains the right to exit any portfolio position at any time, as described in the Crisis Response & Emergency Action section.

Specify your ideal mix to align with your philanthropic goals and preferences.

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Step 1: Navigate to Fund

Navigate to your Donor-Advised Fund and click Edit Allocation.

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Step 2: Set up your Target Allocation

Search through the various Portfolio options. Click the + and adjust the percentage allocation for each you choose so that the total = 100%.

Select Save Allocation to confirm the capital deployment.

Note: Endaoment employs the use of caps - a limit for the amount of dollars that can be deployed in a particular portfolio to ensure that we remain compliant with prudent investment standards and board approved risk levels.

See below for a video demonstration of how to set up your target allocations.