New investment pools for your Giving Fund: What you need to know

In September, our thoughtfully redesigned investment poolsopens in a new tab will become available, with a range of new options, giving you greater flexibility for aligning your Giving Fund with your values and charitable goals. This transition has been carefully planned to ensure your Giving Fund activity continues without interruption. Below, you’ll find an overview of what’s changing, when the transition will take place, how your current Giving Fund balance will be allocated, and when you’ll be able to update your investment selections.

Timing and transition

The transition will begin in early September and complete within the same week. Here’s what you need to know:

• No action is required from you. Your current allocation will transition automatically based on your existing selections.
• You can keep giving and granting throughout the transition.
• Your investment selections may temporarily show a balance of zero or not reflect recent requests. This is expected and will update once the transition is complete.
• You’re welcome to submit a new investment selection request during the transition. If you do, it will be processed once the transition wraps up.
• Once the transition is complete, we’ll notify you, and the 30-day waiting period for investment changes will reset, so you can fine-tune your selections if you’d like.
• Separately Managed Accounts will not be affected by this transition.

How the investment pools will be rebalanced

The chart below shows how current pools map to the new investment options. Your Giving Fund’s current investment selections will determine where funds are allocated in the transition.Review the chart below to see how the current investment pools are rebalanced to the new pools. You can adjust your selections before or after the transition, if you like.

Contact your local NCF team if you have any questions.

NCF

We know you want to be a good steward of all God has entrusted to you. That’s why we come alongside you with shared biblical values, innovative charitable solutions, and highly personalized service so you can give more strategically and with greater purpose. Since 1982, generous givers at NCF have mobilized more than $25 billion for 100,000+ charities.

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