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Charitable Checkbook Funds are invested in short term fixed income funds and the money market to maintain adequate liquidity for the periodic distribution of these funds by donors.
Program 1
The Omaha Community Foundation preserves and protects your investments and charitable intentions. The unique power of endowments means that as your gifts grow, they continue to benefit the community now and in the future. In order to accomplish this, funds of the Omaha Community Foundation are pooled together and invested for the long term.
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Asset Allocation |
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Equity Target |
60% |
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Fixed Income Target |
40% |
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Allocation Among Equity Classes
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Domestic Large Blend Index Fund |
9% |
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Domestic Large Cap Value Index Fund |
21% |
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Domestic Large Cap Growth Index Fund |
21% |
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Domestic Small Cap Blend Index Fund |
9% |
Program 2 (For Donor Advised Funds Only)
For accounts of $50,000, or more, donor clients may pick one of the following four Wells Fargo Managed Allocation Portfolios:
- Conservative: 20% equity – 80% fixed income
- Moderate: 35% equity – 65% fixed income
- Balanced Growth: 60% equity – 40% fixed income
- Aggressive Equity: 80% equity – 20% fixed income
Program 3 (For Donor Advised Funds and Support Organizations Only)
In order to provide flexibility, the Omaha Community Foundation allows donor clients establishing donor advised funds or supporting organizations with $100,000, or more, to recommend an independent investment manager for the funds.
Please contact the community foundation at giving@omahafoundation.org or (402) 342-3458 for more information.
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