Fund Investment Strategies

PCF is a 501c3 public charity; all donations to PCF are tax deductible.

PCF fund and investment policies comply with National Standards for Community Foundations and IRS regulations and requirements. PCF’s investment portfolio is managed by Vanguard Institutional Advisory Services, with the majority of funds invested for long-term growth.

We encourage you to discuss all tax and investment strategies with financial advisors, organizational leadership, and other key stakeholders.

Investment Options

Pasadena Community Foundation offers three investment options for funds invested or endowed at the Foundation. All funds are invested in accordance with the Foundation’s investment policy statement.

Long-Term Investment Portfolio

Funds in this portfolio are invested for long-term growth. The objective is to earn a return that allows for distribution of grants while striving to preserve the principal investment, allowing for inflation and expenses, and to fulfill the donor’s future philanthropic goals.  

ESG Portfolio (Environmental, Social, Governance)

Funds in this portfolio are invested for long-term growth with a focus on environmental, social, and governance (ESG) strategies. Commonly known as “socially-responsible investing,” the portfolio will invest in ESG strategies primarily through investment screening, which is the inclusion in or exclusion from a portfolio of certain sectors, companies, or practices based on specific ESG criteria. 

Moderate Investment Portfolio

Funds in this portfolio are invested for moderate growth, and intended to fulfill the philanthropic goals of more risk-averse donors. The strategy focuses on capital preservation, implemented through a more conservative risk profile compared to that of the long-term portfolio. The objective is to maintain a balance between preserving the principal and maximizing the charitable impact of the fund. 

Contact: Jennifer DeVoll at (626) 796-2097 ext. 101 or jdevoll@pasadenacf.org

PCF is a 501c3 public charity Tax ID# 20-0253310

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