INVESTMENT OF FUND ASSETS Sample Clauses

INVESTMENT OF FUND ASSETS. The Community Foundation shall have all powers necessary, or in its judgment desirable, to carry out the purposes of the Fund including, but not limited to, the power to retain, invest, and reinvest the assets of the Fund and the power to commingle the assets of the Fund for investment purposes with those of other funds or the Community Foundation’s general assets. Funds may be invested in uninsured securities and are subject to investment risks that may result in loss of value.
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INVESTMENT OF FUND ASSETS. The Foundation shall hold, manage, invest and reinvest the assets of the Fund (including principal, interest, dividends, capital appreciation, and any undistributed income) as part of the Foundation’s investment portfolio consistent with the Foundation’s investment policy. The Foundation does not guarantee that the Fund will earn any particular rate of return. The Foundation shall not be liable for any diminution in the value of the Fund, including, but not limited to any losses that may result from the investment of the fund.
INVESTMENT OF FUND ASSETS. Legacy Foundation shall have all powers necessary, or in its judgment desirable, to carry out the purposes of the Fund including, but not limited to, the power to retain, invest, and reinvest the assets of the Fund and the power to commingle the assets of the Fund for investment purposes with those of other funds or Legacy Foundation’s general assets. Funds may be invested in uninsured securities and are subject to investment risks that may result in loss of value.
INVESTMENT OF FUND ASSETS. TGKVF is authorized in its discretion to invest all or any part of the Fund in securities or in other kinds of property, real or personal, in accordance with its investment policies as established from time to time and without regard to any statute or law now or hereafter in force in the State of West Virginia restricting investments made by fiduciaries. For investment purposes, the assets of the Fund may be commingled with other assets and funds of TGKVF, subject to the maintenance of appropriate accounting records with respect to the principal and income of the Fund.
INVESTMENT OF FUND ASSETS. IRS regulations permit Fund Advisor(s), including the Founder, to indicate investment preferences for the Fund; however, CFAAC retains final discretion regarding the investment of the Fund. The undersigned understand that investments will be administered in accordance with CFAAC’s Investment Policy Statement as revised from time to time by its Board of Trustees. The undersigned acknowledge that investments are subject to the risk of market and interest rate fluctuation, and that any investment gain or loss generated will be credited or charged to the Fund. The total investment return of each investment vehicle is net of its operating expenses. Please note that all endowed (permanent) funds will be invested using the Long-Term Growth investment option. Information on these options may be found in the Donor Advised Fund Policies and Procedures on page 7 of this agreement. Please initial the preferred investment option: Preservation Conservative Balanced Long-Term Growth
INVESTMENT OF FUND ASSETS. IRS regulations permit Fund Advisor(s), including the Founder, to indicate investment preferences for the fund; however, CFAAC retains final discretion regarding the investment of the fund. The undersigned understand that investments will be administered in accordance with CFAAC’s Investment Policy Statement as revised from time to time by its Board of Trustees. The undersigned acknowledge that investments are subject to the risk of market and interest rate fluctuation, and that any investment gain or loss generated will be credited or charged to the fund. The total investment return of each investment vehicle is net of its operating expenses. Please note that all endowed (permanent) funds will be invested using the Long-Term Growth investment option. Information on these options may be found in the Fund Policies and Procedures in this agreement.
INVESTMENT OF FUND ASSETS. The Fund assets, while accounted for separately, may be commingled with other Community Foundation assets for investment purposes.
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INVESTMENT OF FUND ASSETS. Please indicate in which investment pool the assets of your fund should be invested. Note: CAPTRUST can work within target ranges for the asset allocations per the current Investment Policy which could change. Donors may change pool allocation once a year. % Long-Term Pool – Currently a portfolio of funds professionally managed by CAPTRUST with the following allocations: 55-75% equities, 20-40% fixed income, and 0-10% alternative investments. % Long-Term/In Paradise for Good Pool – Currently a portfolio of environmentally and socially responsible ESG funds managed by CAPTRUST with 65-85% equities, 15-35% fixed income, and 0-10% alternative investments. % Short Term/Conservative Pool – Currently a portfolio of funds managed by CAPTRUST with 40-60% equities and 40-60% fixed income investments. % Money Market Pool – Currently Xxxxxx Government Money Fund - Investor Shares. % Other (based upon approval of the Community Foundation of the Florida Keys Board of Governors). The Community Foundation of the Florida Keys reserves the right to review and approve all contributions. Donors may add to their funds at any time using a variety of assets, including cash, securities, restricted stock, and real estate. As a default, all future contributions will be invested based on the allocation referenced above.

Related to INVESTMENT OF FUND ASSETS

  • Investment of Funds NCPS will not commingle Escrow Funds received by it in escrow with funds of others and shall not invest such Escrow Funds. The Escrow Funds will be held in a non-interest bearing account.

  • Repayment of Funds If AMO declares that an Event of Default has not been cured to its satisfaction, AMO reserves the right to declare that prior payments of Funds become a debt to Ontario which the Recipient will reimburse forthwith on demand to AMO for transmission to Ontario.

  • Investments Make any Investments, except:

  • Investment of Contributions At the direction of the Designated Beneficiary (or the direction of the Depositor or the Responsible Individual, whichever applies) the Custodian shall invest all contributions to the account and earnings thereon in investments acceptable to the Custodian, which may include marketable securities traded on a recognized exchange or "over the counter" (excluding any securities issued by the Custodian), covered call options, certificates of deposit, and other investments to which the Custodian consents, in such amounts as are specifically selected and specified in orders to the Custodian in such form as may be acceptable to the Custodian, without any duty to diversify and without regard to whether such property is authorized by the laws of any jurisdiction as a custodial account investment. The Custodian shall be responsible for the execution of such orders and for maintaining adequate records thereof. However, if any such orders are not received as required, or, if received, are unclear in the opinion of the Custodian, all or a portion of the contribution may be held uninvested without liability for loss of income or appreciation, and without liability for interest pending receipt of such orders or clarification, or the contribution may be returned. The Custodian may, but need not, establish programs under which cash deposits in excess of a minimum set by it will be periodically and automatically invested in interest-bearing investment funds. The Custodian shall have no duty other than to follow the written investment directions of the Designated Beneficiary (or the Depositor or Responsible Individual), and shall be under no duty to question said instructions and shall not be liable for any investment losses sustained by the Designated Beneficiary.

  • Permitted Investments At any time, any one or more of the following obligations and securities:

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