Giving Fund Investment Approaches
When you contribute to your Giving Fund, your contributions are invested. Your contributions have the potential to grow, so you can give more to the charities you love. Recommend how your Giving Fund is invested.
No worries. You’re in good hands.
All our investment options come from TIAA, which is ranked among the best in the nation for investment performance, ethics and social responsibility. Lipper has awarded TIAA “Best Overall Large Fund Company” for six consecutive years–a first for any fund company.
The Thomson Reuters Lipper Large Fund Awards are based on a review of 36 companies 2012, 48 companies 2013 and 2014, 37 companies 2015, 34 companies 2016 and 34 companies 2017 risk-adjusted performance.
Lipper is a global leader in supplying mutual fund information, analytical tools and commentary. Their Best Overall Large Fund Company Award recognizes:
- Funds that have excelled in delivering consistently strong risk-adjusted performance, relative to peers
- A consistent investment approach
- Investment expertise across multiple asset classes
Need a little help?
We can help you set up giving goals so you can choose an investment approach that works for your life.
1 The Lipper Large Fund and the Mixed-Assets Large Fund Awards are given to the group with the lowest average decile ranking of three years’ Consistent Return for eligible funds over the three-year period with at least five equity, five bond, or three mixed-asset portfolios. Note these awards pertain to mutual funds within the TIAA-CREF group of mutual funds; other funds distributed by Nuveen Securities were not included. From Thomson Reuters Lipper Awards, © 2018 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited. Past performance does not guarantee future results. Certain funds have fee waivers in effect. Without such waivers ratings could be lower. For current performance, rankings and prospectuses, please visit the Research and Performance section on TIAA.org. The investment advisory services, strategies and expertise of TIAA Investments, a division of Nuveen, are provided by Teachers Advisors, LLC and TIAA-CREF Investment Management, LLC. Securities offered through Nuveen Securities, LLC, member FINRA and SIPC.
Contributions to the Giving Fund are irrevocable. All recommendations from donors are subject to review and approval by TIAA Charitable.
TIAA Charitable does not provide tax advice. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.
TIAA Charitable is the brand name for an independent public charity that maintains a donor-advised fund program. The TIAA name is a registered mark of Teachers Insurance of America and is used by TIAA Charitable pursuant to a license.
TIAA Charitable, Inc. has been recognized by the Internal Revenue Service as a tax-exempt public charity under Sections 501(c)(3) and 170(b)(1)(A)(vi) of the Internal Revenue Code of 1986, as amended (the “Code”).