INVESTMENT VEHICLES

Investment Vehicles

Effective and strategic investment of assets is one of our key responsibilities. Turkish Philanthropy Funds’ investment philosophy is to invest charitable funds prudently that support both growth and grantmaking. TPFs investment portfolio comprises diversified pools managed by specialized investment managers. We work with donors to select investment options that are appropriate for their grantmaking objectives for their funds at TPF.

  1. GUIDANCE. With our Investment Committee overseeing the management of TPF’s investment program, we rely on seasoned investment and business professionals drawn from our Board of Directors and the larger community. 
  2. TRANSPARENCY. TPF consistently works to enhance its reporting, assuring that donors understand our overall strategy for managing long-term and short-term assets. TPF frequently communicates with donors to make it easy to obtain detailed information on our financial position, portfolio performance, administrative fees, and policies. All audits and returns are available on our website. 
  3. CHOICE. TPF partners with Morgan Stanley Global Impact Funding Trust, Inc. (MS GIFT) to offer a variety of investment options to serve our donors’ charitable goals. As the sponsor of TPF’s DAFs, MS GIFT manages the investment of DAFs. Funds may be invested in one of eight Investment Pools shown below, as well as a Money Market Pool. 
  4. FEES. Our administrative fee on your investment is straightforward, all-inclusive, and drives higher returns. Each Fund is subject to an annual charitable administrative fee to cover DAF operating expenses such as grantmaking, recordkeeping, annual audits, tax filing, quarterly statements, and other legal and fiscal responsibilities. We follow your instructions and execute your philanthropic needs. We closely manage costs to minimize these fees and benchmark them against industry averages to ensure competitiveness. Fees also keep us on track to ensure that we provide the highest quality service to our donors. In addition, Fund accounts are charged relevant investment management fees by MS GIFT. 

Download the most recent performance report.