Investing on your behalf
Charitable dollars are precious and powerful.
The Eagles Mere Foundation’s charitable assets are invested using five pools of investments created to reflect donors’ investment preferences.
The guiding principle of fund management is to promote the prudent stewardship of gifts entrusted to the Eagles Mere Foundation for programs that have a direct and positive impact on the Eagles Mere Community.
Our philosophy is:
Forever - We have a forward-rolling investment horizon that looks into the future.
Balanced - We are committed to offer an asset allocation that matches our long-term goals and manages risk with a diversified investment pools.
Disciplined - Market events do not change our outlook; our investment committee maintains a disciplined asset allocation strategy.
The Eagles Mere Foundation’s charitable assets are invested using five pools of investments created to reflect donors’ investment preferences.
The guiding principle of fund management is to promote the prudent stewardship of gifts entrusted to the Eagles Mere Foundation for programs that have a direct and positive impact on the Eagles Mere Community.
Our philosophy is:
Forever - We have a forward-rolling investment horizon that looks into the future.
Balanced - We are committed to offer an asset allocation that matches our long-term goals and manages risk with a diversified investment pools.
Disciplined - Market events do not change our outlook; our investment committee maintains a disciplined asset allocation strategy.
Investment Management
The overriding investment goals of the Eagles Mere Foundation are to produce a strong and growing level of income in order to provide current funding for the Foundation’s various programs and to generate capital appreciation to maintain the purchasing power of the Foundation’s assets over time considering the effects of inflation.
Our investment approach provides a buffer against inevitable downturns in the stock and bond markets, allowing us to continue meaningful granting even during recessionary times.
We offer five primary investment pools for charitable assets. Donors may recommend the pool that fits best with their charitable plans. We invest in ultra-low-cost Vanguard funds and currently there are no administrative fees charged by the Eagles Mere Foundation.
Investments shall be limited to the Investment Pools as established by the Foundation’s Investment Committee. Current Investment Pools (July 24, 2018) include:
Aggressive Growth Strategy - 100/0
Moderate Growth Strategy - 75/25
Balanced Growth Strategy - 50/50
Conservative Growth Strategy - 30/70
Cash/Money Growth Strategy
Each pool is professionally managed with oversight provided by the Foundation's Investment Committee.
Investment Committee:
Scott Repke, Chairman
Trip Pendleton
Jon Walheim
Our investment approach provides a buffer against inevitable downturns in the stock and bond markets, allowing us to continue meaningful granting even during recessionary times.
We offer five primary investment pools for charitable assets. Donors may recommend the pool that fits best with their charitable plans. We invest in ultra-low-cost Vanguard funds and currently there are no administrative fees charged by the Eagles Mere Foundation.
Investments shall be limited to the Investment Pools as established by the Foundation’s Investment Committee. Current Investment Pools (July 24, 2018) include:
Aggressive Growth Strategy - 100/0
- 70% Vanguard Total Stock Market Index
- 25% Vanguard Total International Stock Index
- 5% Vanguard Emerging Markets Stock Index
Moderate Growth Strategy - 75/25
- 52.5% Vanguard Total Stock Market Index
- 18.5% Vanguard Total International Stock Index
- 4% Vanguard Emerging Markets Stock Index
- 25% Vanguard Bond Market Index
Balanced Growth Strategy - 50/50
- 35% Vanguard Total Stock Market Index
- 12.5% Vanguard Total International Stock Index
- 2.5% Vanguard Emerging Markets Stock Index
- 50% Vanguard Bond Market Index
Conservative Growth Strategy - 30/70
- 21.0% Vanguard Total Stock Market Index
- 7.5% Vanguard Total International Stock Index
- 1.5% Vanguard Emerging Markets Stock Index
- 70.0% Vanguard Bond Market Index
Cash/Money Growth Strategy
- 100% Vanguard Prime Money Market
Each pool is professionally managed with oversight provided by the Foundation's Investment Committee.
Investment Committee:
Scott Repke, Chairman
Trip Pendleton
Jon Walheim