Smarter Investing, Personalized for Nonprofits.

Infinite Giving is a Registered Investment Advisor for Nonprofits whose trusted expertise provides a smarter, modern investment experience with curated portfolios and amplified giving. Our experienced team and modern technology make endowment creation, experienced investment management, and stock and crypto gifting feel easy and seamless, letting nonprofits focus more on the relationships, not the transactions.

Our Investment Strategy

Infinite Giving uses a blend of passive and active investment. Primarily we lead with index investing whereby investors seek to replicate and hold a broad market index or indices with minimal trading in the market. Our passive investment is balanced with expert and consistent oversight by a highly experienced Investment Committee. This approach is more affordable, less complex, and often produces superior results over medium to long time horizons.

Our portfolios curated by our expert Investment Management Committee who has 80+ years of experience and $3B+ of direct management. Alloctions include low-cost index funds and abide by Modern Portfolio Theory, which strive for the greatest returns at a specific risk level. Portfolios are reviewed regularly and adjusted as appropriate and needed. ETFs selected are based on their liquidity, diversification, and low management fees.

Reserve Fund Portfolios

Portfolio

Slow Grower

Steady Grower

Stocks/Bonds Allocation

20/80

30/70

US Total Market Equities (VTI)

5%

10%

US Dividends (SDY)

10%

10%

International Equities (SCHF)

5%

10%

Short-Term Bonds (BSV)

30%

20%

US Treasury Bonds (TIP)

15%

15%

Active Short-Term Bonds (MINT)

30%

30%

Cash

5%

5%

Endowment and Growth Portfolios

Portfolio

Prudent Grower

Moderate Grower

Aggressive Grower

Stocks/Bonds Allocation

60/40

70/30

80/20

US Total Market Equities (VTI)

15%

20%

20%

US Dividends (SDY)

15%

20%

15%

US Small-Cap Equities (IJR)

10%

10%

15%

US Mid-Cap Equities (MDY)

10%

10%

15%

International Equities (SCHF)

10%

10%

15%

US Aggregate Bonds (AGG)

10%

10%

10%

Short-Term Bonds (BSV)

10%

10%

-

US Treasury Bonds (TIP)

10%

-

-

Active Short-Term Bonds (MINT)

5%

5%

5%

Cash

5%

5%

5%

*Please reach out to us to learn more about our additional ESG portfolios.

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