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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)

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

Brennan Financial Services

Are you ready to get started?

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

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