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Fund Investment Strategy

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


CFT offers an array of investment options consisting of a broadly diversified mix of active and passively managed assets:

  • Balanced
  • Growth
  • Income
  • Short-Term
  • Social Impact
  • Endowment
If a donor-advised fund established at CFT has an asset balance of more than $1 million, the donor may request an external manager, subject to CFT’s Investment Committee approval.
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Investment Committee

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

 

G. Stacy Smith (Chair)

Founder
Trinity Investment Group


Jim Bass

Founder and Chief Investment Officer
Socorro Asset Management LP


Greg Campbell

President & CEO
Rainmaker, Inc.
 

Rakesh Dahiya

Chief Investment Officer
Southern Methodist University


Mark Freeman

Founder and Chief Investment Officer
Socorro Asset Management LP
 

Ken Hersh

President & CEO
George W. Bush Presidential Center
 

Debra Brennan Tagg

President
Brennan Financial Services

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Contact us to learn how we can help you meet your unique philanthropic objectives.

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