Blended Fund

A Blended Fund is for donors looking for multiple asset allocation options based on the their risk tolerance and time horizon for growth. These pooled investments are capable of providing donors with lower-risk investments with the possibility of growing their charitable dollars. The fund will provide donors with broader diversification, automatic rebalancing, and low costs. Please contact your TGT representative for a fee schedule.

Compare all TGT Funds

Fund TypeFeesGrowth PotentialPersonal Advisor InvolvementGrant Distribution Speed
Giving$0NoNoImmediate
Growth1% of assetsModest returnNoImmediate
ManagedYes, variesOpen to market gains and lossesYesImmediate
BlendedYes, variesOpen to market gains and lossesNoImmediate

Ready to get started?

GET IN TOUCH

 

345 Frazier Ave., Unit 205
Chattanooga, TN 37405

423.266.5257

info@thegenerositytrust.org

facebook icon instagram icon twitter icon

Privacy Policy

STAY IN TOUCH

 

Keep up with the latest from The Generosity Trust through our monthly emails.

By subscribing, you're opting in to receive emails from us. And we're promising not to spam you.