November 2 2015 CONFERENCE CALL SPEAKERS Welcome Suzanne Hazard Board Chair InFaith Updates Chris Andersen President amp Executive Director Serving Donors Mandy Tuong Senior Director Donor Services General Counsel ID: 783916
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Slide1
InFaith Investment
Conference Call
November 2, 2015
Slide2CONFERENCE CALL SPEAKERS
Welcome
Suzanne Hazard, Board ChairInFaith UpdatesChris Andersen, President & Executive DirectorServing DonorsMandy Tuong, Senior Director Donor Services, General CounselInvestment UpdateLetitia Johnson, Cambridge Associates, Investment Advisor
Slide3INFAITH MISSION
To serve our donors with integrity as together
we change lives and spread joy by sharing our blessings with the world.
Slide420 YEARS OF GIVING
$1 billion in gifts
$137.5 million grants since inception97% donor satisfaction Top ratings from Charity Navigator & GuideStar
Slide5SERVING DONORS –
MORE ACCESSIBLE GIVING
Online access through DonorViewNo minimum Dynamic Donor Advised FundsEnhanced flexibility to name charities for fund remainderMore ahead for Organizational Endowments
Slide6INFAITH INVESTMENT PHILOSOPHY
Long Term
Equity OrientedDiversifiedActively ManagedRebalanced
Slide7INFAITH GROWTH PORTFOLIO
U.S. Equities 25%
Global Equities 24%Marketable Alternatives17%Fixed Income15%Real Assets11%Emerging Markets8%
Slide8ANNUAL RETURNS – 9.30.15
Growth PortfolioMission PortfolioIncomePortfolio
Quarterly return
-8.7%
-8.6%
0.8%
1-year return
-7.2%
-5.9%
n/a
3-year annualized return
3.2%
2.7%
n/a
5-year annualized return
4.1%
n/a
n/a
10-year annualized return
4.1%
n/a
n/a
Slide9PERFORMANCE BY ASSET CLASS
Slide10MARKET PEAKS & TROUGHS
Slide11MARKET UPSWING SINCE 9.30.15
Slide12PREPARING FOR & TAKING ADVANTAGE OF MARKET STRESS
Foundation ‘check’
RebalancePlay offenseManager ‘check’Stay invested
Slide13CONTACT US
InFaithFound.org | 800.365.4172Charitable giving can result in significant tax, legal and financial consequences. As InFaith cannot give tax or legal advice, you are strongly encouraged to consult with your personal tax and legal advisors.