Fund Investment Strategy

Communities Foundation of Texas’ investment strategies are designed for different levels of risk tolerance and time horizons, so that each donor can meet his or her unique philanthropic objectives.

CFT offers a short-term money market fund and three investment funds consisting of a broadly diversified mix of active and passively managed assets. If a donor-advised fund established at CFT has an asset balance of more than $500,000, the donor may request an external manager, subject to CFT’s Investment committee approval. 

Non-Endowment Funds

Non-endowment funds are not intended to preserve assets for perpetual charitable support. These funds (generally donor-advised) are focused on current giving and can have numerous and ongoing grant commitments. Their allocations are invested in relatively liquid instruments. The four funds are: 

Investment Fund Returns

Endowment Funds

An endowment fund has a horizon in perpetuity for providing long-term charitable support. The corpus should grow over time to exceed the effects of grantmaking and inflation. The asset allocation can include less liquid assets that should earn a premium over publicly traded assets. 

Endowment Chart - Fund


CFT Investment Committee:

The investment committee of the Board oversees stable of carefully vetted and regularly assessed investment managers.

G. Stacy Smith, Chairman
     Trinity Investment Group
James E. Bass
     Trinity Summits, LLC
Kenneth A. Hersh
    NGP Energy Capital Management
James R. Hille
    Texas Christian University
Patrick O'Connor
    Cook Children's Healthcare System
Beth Bull
Brian Doyle

Brian DoyleBrian Doyle
Chief Investment Officer

Contact me to learn more about our investment options

Our Key Programs:

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All Rights Reserved. Communities Foundation of Texas is a 501c3 EIN 750967565 . All donations are tax deductible.