Making the Most of Your Charitable Assets For Donors February 20, 2019
Welcome to our Annual Conference Call Chris Andersen President & Executive Director Letitia Johnson Cambridge Associates Natalie Herter Cambridge Associates 2
Our Mission at InFaith To serve our donors with integrity as together we change lives and spread joy by sharing our blessings with the world. 3
Today’s Conference Call Welcome Opportunities to do more with your giving A closer look at financial stewardship & investments Q&A 4
Reflecting on 2018 Record year of giving & grantmaking! Commitment through volatile markets More Joy. More Changed Lives. 5
Do More With Your Giving Resources to identify your giving passions Ideas to engage others, including family, in giving Visit inFaithFound.org/GenerationsGive or call our Donor Services team 6
A Closer Look at Financial Stewardship & Investments 7
Growing Charitable Assets 8
Bringing Value to Donors Through Investments Long-Term Strategy Maximize rewards, minimize potential risks Diversification Carefully invested with skilled investment managers among six asset classes Trusted Advisors Investment expertise from Cambridge Associates & Veris Wealth Partners, leading national investment firms 9
Volatility: 2017 vs. 2018 10
Factors Contributing to Market Volatility Economic policy Tax policy U.S./China trade friction & other world events Federal Reserve interest rate changes 11 11
Performance by Asset Class: 4Q & CY 2018 12
January 2019 Rebound 13
InFaith Portfolios & Performance 14
Serving Donors Through Investments We provide donors with possibilities to align the investment of charitable assets with faith as together we share our blessings with the world. In all InFaith investments, we strive to exercise our values of service, stewardship, collaboration, possibilities and results. We believe that every gift is a gift from God and are committed to using these gifts to achieve the highest results and serve a greater good. 15
InFaith Portfolios for Charitable Assets Equities-based Core Growth Portfolio Mission Growth Portfolio WomenInvest Portfolio Fixed Income Income Portfolio 16
Core Growth Portfolio Marketable Alternatives Emerging Markets Equities Invested for growth and maximum sustained support to charities far into the future. Real Assets Fixed Income U.S. Equities 17
Mission Growth Portfolio Global Equities Emerging Markets Marketable Alternatives Non-Developed U.S. Equities U.S. Equities Fixed Income Invested to provide maximum sustained support to charities through investments that are aligned with mission and provide positive outcomes for our shared community. 18
Asset Allocation Strategy: Core Growth vs. Mission Growth Fixed Income Global Equities U.S. Equities 19
WomenInvest Portfolio Invested to provide maximum support to charities through investments that do well when women do well, and address factors that perpetuate violence against women. Fixed Income Global Equities U.S. Equities Non-Developed U.S. Equities 20
Income Portfolio Investment Grade Corporate & Government Bonds Invested for stability and maximum grant support within a shorter time horizon. U.S. Government Bonds Government Agencies & Treasury Department 21
InFaith Portfolio Returns December 31, 2018 QTD 1-Year Return 3-Year Return 5-Year Return 10-Year Return Since Inception Core Growth Portfolio -9.5% -9.1% 4.8% 2.1% 7.2% n/a Mission Growth Portfolio -7.8% -4.4% 6.6% 3.7% 4.7% WomenInvest Portfolio -10.2% -6.4% -0.3% Income Portfolio 1.0% -0.7% 1.9% 1.5% Returns in bold represent where InFaith outpaced its strategic benchmarks Full report available for download at inFaithFound.org/financials 22
10-Year Performance of Core Growth Portfolio 23
5-Year Performance of Mission Growth Portfolio 24
Despite January Rebound, Uncertainty Remains 25
Looking Ahead: Themes & Advice for 2019 Expect continued volatility – stay diversified Focus ‘value add efforts’ where we have an edge – non-U.S. and private equities Seek to reduce management fees where possible Be nimble & short-term aware; stay long-term focused Same as 2014 23 26
We’re Here to Serve You 27
giving goals to reflect your wants, needs & circumstances We’re Here to Serve You Refine your giving goals to reflect your wants, needs & circumstances Update your investment allocation to ensure gift assets are aligned with your values & needs Enhance your impact through InFaith giving expertise & additional gifts Our team is here to serve donors with expert charitable advice. InFaith Community Foundation’s donor services department is here to help make the most of your giving plans. Recommend new grants from your fund, check the status of a grant request, or request that a grant be expedited; Create or refine your giving goals; Update your Fund Agreement with new beneficiaries, advisors or contingencies; Research charities match with your charitable goals and values; Follow-up with charities on how grant support was used; Discuss unique grantmaking scenarios (i.e., international grants), Schedule a personal visit or phone review of your charitable fund; or, Connect you to a gift planner to make additional gifts to your fund. 28
Q & A 29
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