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

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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
    CFT
Brian Doyle
    CFT

Brian DoyleBrian Doyle
Chief Investment Officer
214-750-4238
bdoyle@cftexas.org

Contact me to learn more about our investment options

Our Key Programs:

North Texas Giving Day Educate Texas - a public policy initiative of Communities Foundation of Texas Entrepeneurs for North Texas - a program of Communities Foundation of Texas W.W Caruth, Jr. Foundation - at Communities Foundation of Texas

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