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Asset Allocation Calculator:
Find the right giving strategy

Learn more about which investment strategy and allocation makes sense for you with the Asset Allocation Calculator. Just answer a few questions about your planned time horizon for giving, risk tolerance, and any additional needs for your donor-advised fund account.

Donor profile questionnaire part A: Your time horizon & granting behavior
  1. How long do you plan to maintain your donor-advised account from this point forward?
  2. Which of the following statements best describes your planned pattern of contributing to and granting from your donor-advised account during the next five years?
Donor profile questionnaire part B: Your risk tolerance
  1. I would describe my knowledge of investments as:
  2. When making decisions about my donor-advised account, I am:
  3. Select the riskiest investments that you currently own or have owned in the past. (International securities are riskier than stocks, which are riskier than bonds, which are riskier than money market or cash investments.)
  4. Consider this scenario: Imagine that in a three-month period, the overall stock market lost 25% of its value. An individual investment in your donor-advised account also lost 25% of its value. What would you do?