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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)

Committee Chairman Founder
Trinity Investment Group


Richie Butler

Senior Pastor
St. Luke "Community" United Methodist Church


Greg Campbell

President & CEO
Rainmaker, Inc.
 

Rakesh Dahiya

Chief Investment Officer
Southern Methodist University


Mark Freeman

Founder
Socorro Asset Management
 

Kenneth Hersh

President & CEO
George W. Bush Presidential Center
 

John Stephens

Retired SVP & CFO
AT&T


Debra Brennan Tagg

President
BFS Advisory Group
 

Beth Bull

Senior Vice President & Chief Financial and Administration Officer
Communities Foundation of Texas
 

Gary Samberson

Chief Investment Officer
Communities Foundation of Texas

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