Investment Options

Customize your donations.

Through the Fund for the 21st Century, the Boston Foundation offers three separate investment options. The three pools allow donors to select the option that best matches the time horizon of their charitable giving plans. Donors may also customize their asset allocation by investing among all three pools: The Balanced Plus Pool; Balanced Pool; and Short-Term Pool.

The Balanced Plus Pool asset mix is expected to produce the highest long-term investment return. Accordingly, The Boston Foundation invests its endowment assets in the Balanced Plus Pool.

Explore our three investment options.

Review the latest Investment Performance of the Fund for the 21st Century.

Learn about the Boston Foundation’s Investment Policy.

Meet our Investment Committee.

Socially Responsible Investment Options

Boston Foundation donors may also choose to place some or all of their fund’s assets in one or more mutual funds invested according to socially responsible investing principles. We offer four funds:

  • Vanguard FTSE Social Index
  • Parnassus Core Equity Fund
  • Walden Small Cap Innovations
  • Boston Common International

For more information, please contact the Department of Development and Donor Services at 617-338-1700.