Which Option is best for you?

B Charitable wants to help you do the smart thing with the money that you invest in the causes you are passionate about, and part of that is having the option to grow those investments over time. If you aren’t quite ready to grant your donations out to the charities of your choice, you have the ability to choose from one of three investment pool options that match your priorities. Your investment gains are tax-free so that you can increase your impact with the causes you care about the most.

Growth Allocation

Our Growth Allocation is designed for our investors with a higher risk tolerance that still want some downside protection. This allocation is constructed using Mutual Funds, ETF’s and Money Market Funds that encompass Domestic Equities, International Equities, Fixed Income, and Cash.

Moderate Allocation

Our Moderate Allocation is designed for our investors who need a balanced approach that targets some capital appreciation with moderate downside protection. This allocation is constructed using Mutual Funds, ETF’s and Money Market Funds that encompass Domestic Equities, International Equities, Fixed Income, and Cash.

Conservative Allocation

Our Conservative Allocation is designed for our most conservative investors whose goal is to preserve capital. This allocation is constructed using Mutual Funds, ETF’s and Money Market Funds that encompass Domestic Equities, International Equities, Fixed Income, and Cash.