Your Giving

Socially Responsible Investment (SRI) Pool

The Socially Responsible Investment (SRI) Pool extends The Denver Foundation’s mission by giving fundholders the option to
invest a portion of their funds in a manner consistent with their values. This pool is separate from the Foundation’s unitized
portfolio and invests in a mix of socially-responsible funds.
Why are we offering this option?
The Forum for Sustainable and Responsible Investment estimates that 12% of the professionally-managed assets in the United
States are now invested in socially-responsible funds. The Denver Foundation’s Board of Trustees and Investment Committee
believe it is important to offer this option to our donors.
How does it work?
Donors can choose to transfer up to 50% of their fund balance to the SRI Pool. The Philanthropic Services Group can help with
the details.
Investment Objectives
The investments in the SRI Pool are designed to preserve and enhance the value of this pool of assets by providing long-term
growth greater than inflation, and in keeping with the overall rates of returns from the financial benchmarks. The mix of asset
managers is selected to maintain a prudent investment risk profile.
Important considerations
The Denver Foundation consistently ranks among the top institutional investors nationwide, and although our portfolio is diverse
and relatively conservative, due to the nature of the markets, it can lose money in any particular month, quarter, or year. The same
is true of the portion of the portfolio invested in the SRI Pool. It is also important to recognize that because of the nature of the
markets, it is possible that in any particular time period the unitized portfolio will out-perform the SRI Pool, or viceT versa.

The Socially Responsible Investment (SRI) Pool extends The Denver Foundation’s mission by giving fundholders the option to invest a portion of their funds in a manner consistent with their values. This pool is separate from the Foundation’s unitized portfolio and invests in a mix of socially-responsible funds.

Why are we offering this option?

The Forum for Sustainable and Responsible Investment estimates that 12% of the professionally-managed assets in the United States are now invested in socially-responsible funds. The Denver Foundation’s Board of Trustees and Investment Committee believe it is important to offer this option to our donors.

How does it work?

Donors can choose to invest all or a portion of the balance of their funds in the SRI pool ($10,000 minimum).  The Philanthropic Services Group can help with the details.

Investment objectives

The investments in the SRI Pool are designed to preserve and enhance the value of this pool of assets by providing long-term growth greater than inflation, and in keeping with the overall rates of returns from the financial benchmarks. The mix of asset managers is selected to maintain a prudent investment risk profile.

Important considerations

The Denver Foundation consistently ranks among the top institutional investors nationwide, and although our portfolio is diverse and relatively conservative, due to the nature of the markets, it can lose money in any particular month, quarter, or year. The same is true of the portion of the portfolio invested in the SRI Pool. It is also important to recognize that because of the nature of the markets, it is possible that in any particular time period the unitized portfolio will out-perform the SRI Pool, or vice versa.

Click here for a description of current SRI Pool Investment Managers.