Community Foundation for Southern Arizona

Investment Pools

Helping Your Generosity Take Root

Our investment pools are designed to support the long-term success of charitable funds while aligning with a variety of giving goals, timelines, and spending needs. Whether you're building a legacy, supporting annual grantmaking, or preserving resources for the future, we offer professionally managed investment options backed by thoughtful stewardship and a commitment to lasting community impact.

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A Strong Foundation for Your Giving

We help make planned giving approachable, personal, and aligned with the future you want to help create.

Smart and Guided Investments

CFSA offers thoughtfully managed investment options that help charitable funds grow over time. Guided by an annual Investment Policy Statement, our Board of Trustees and Investment Committee work with professional consultants to monitor performance and maintain a diversified investment strategy.

Stewardship for the Long Term

CFSA is committed to responsible governance and investment practices that protect the integrity of charitable funds. Our role is to ensure generosity remains a lasting resource for Southern Arizona, adapting as community needs evolve.

The Power of an Endowment

Endowed funds are permanently invested to provide enduring community support. These funds generate annual distributions for grantmaking or scholarships while preserving and growing the principal over time. An endowed fund allows your philanthropy to continue creating impact year after year, in perpetuity.

Investment Pool Options

You can select an approach that supports both your giving priorities and your long-term vision.

Pool Options 100% Cash Equivalents

Designed for donors with short-term objectives and liquidity requirements.
*All funds with assets under $25,000 are automatically placed in this pool.

Global Constrained Income and Growth

Designed for donors or nonprofits with medium-term objectives (3-5 years). While moderately conservative, this pool will have a risk of loss. A moderate portion may be invested in capital appreciation-oriented investments. The income allocation may include an allocation to fixed-income instruments. The pool will not include an allocation to illiquid alternative investments.
*Available for non-endowed funds with assets over $25,000.

Global Constrained Balanced

Designed for donors or nonprofits with longer-term objectives (7+ years) and spending rates of less than 4% of assets per year. A portion may be invested in capital appreciation-oriented investments. The income allocation may include an allocation to fixed-income instruments. The pool will not include an allocation to illiquid alternative investments.
*Available for non-endowed funds with assets over $25,000.

Global Growth & Income

Designed for donors or nonprofits with long-term objectives (10+ years), yet with liquidity requirements and spending objectives of approximately 4% of assets per year. A large portion may be invested in capital appreciation-oriented investments. The income allocation may include an allocation to fixed-income instruments. The pool will not include an allocation to illiquid alternative investments.
*Available for non-endowed funds with assets over $25,000.

Endowment

Designed for donors or nonprofits with endowment-like objectives (20+ years), willing to accept moderate illiquidity, and with spending objectives of approximately 4% of assets per year. A large portion may be invested in capital appreciation-oriented investments. The income allocation may include an allocation to fixed-income instruments. The pool may include an allocation to illiquid alternative investments. The management of this pool will be consistent with endowment best practices.
*All endowed funds are automatically placed in this pool.

2014-Present