1. Making the Most of Your Charitable Assets For Organizations
February 20, 2019

2. Welcome to our Annual Conference Call
Chris Andersen President & Executive Director
Letitia
Johnson
Cambridge
Associates
Natalie
Herter
Cambridge Associates 2

3. Our Mission at InFaith
To serve our donors with integrity as together we change lives and spread joy by sharing our blessings with the world. 3

4. Today’s Conference Call
Welcome
Opportunities to do more with your endowment
A closer look at financial stewardship & investments
Q&A 4

5. Reflecting on 2018
Record year of giving & grantmaking! Commitment through volatile markets More Joy. More Changed Lives. 5

6. A Closer Look at Financial Stewardship & Investments6

7. Bringing Value Through Investments
Long-Term Strategy
Maximize rewards, minimize potential risks
Diversification
Carefully invested with skilled investment managers among six asset classes
Trusted Advisors
Investment expertise from Cambridge Associates &
Veris Wealth Partners, leading national investment firms 7

8. Volatility: 2017 vs. 2018 8

9. Factors Contributing to Market Volatility
Economic policy
Tax policy
U.S./China trade friction & other world events
Federal Reserve interest rate changes 9 11

10. Performance by Asset Class: 4Q & CY 201810

11. January 2019 Rebound 11

12. InFaith Portfolios & Performance12

13. Serving You Through Investments
We provide donors with possibilities to align the investment of charitable assets with faith as together we share our blessings with the world.
In all InFaith investments, we strive to exercise our values of service, stewardship, collaboration, possibilities and results.
We believe that every gift is a gift from God and are committed to using these gifts to achieve the highest results and serve a greater good. 13

14. InFaith Portfolios for Charitable Assets
Equities-based
Core Growth Portfolio
Mission Growth Portfolio
WomenInvest Portfolio
Fixed Income
Income Portfolio 14

15. Core Growth Portfolio
Marketable Alternatives
Emerging Markets Equities
Invested for growth and maximum sustained support to charities far into the future.
Real Assets
Fixed Income
U.S. Equities 15

16. Mission Growth Portfolio
Global Equities
Emerging Markets
Marketable Alternatives
Non-Developed U.S. Equities
U.S. Equities
Fixed Income
Invested to provide maximum sustained support to charities through investments that are aligned with mission and provide positive outcomes for our shared community. 16

17. Asset Allocation Strategy: Core Growth vs. Mission Growth
Fixed Income
Global Equities
U.S. Equities 17

18. WomenInvest Portfolio
Invested to provide maximum support to charities through investments that do well when women do well, and address factors that perpetuate violence against women.
Fixed Income
Global Equities
U.S. Equities
Non-Developed U.S. Equities 18

19. Income Portfolio
Investment Grade Corporate & Government Bonds
Invested for stability and maximum grant support within a shorter time horizon.
U.S. Government Bonds
Government Agencies & Treasury Department 19

20. InFaith Portfolio Returns December 31, 2018
QTD
1-Year Return
3-Year Return
5-Year Return
10-Year Return
Since Inception
Core Growth Portfolio
-9.5%
-9.1%
4.8%
2.1%
7.2%
n/a
Mission Growth Portfolio
-7.8%
-4.4%
6.6%
3.7%
4.7%
WomenInvest Portfolio
-10.2%
-6.4%
-0.3%
Income Portfolio
1.0%
-0.7%
1.9%
1.5%
Returns in bold represent where InFaith outpaced its strategic benchmarks
Full report available for download at inFaithFound.org/financials 20

21. 10-Year Performance of Core Growth Portfolio21

22. 5-Year Performance of Mission Growth Portfolio22

23. Despite January Rebound, Uncertainty Remains23

24. Looking Ahead: Themes & Advice for 2019
Expect continued volatility – stay diversified
Focus ‘value add efforts’ where we have an edge – non-U.S. and private equities
Seek to reduce management fees where possible
Be nimble & short-term aware; stay long-term focused
Same as 2014 23 24

25. We’re Here to Serve You 25

26. endowment goals to build your mission
We’re Here to Serve You
Refine your
endowment goals to build your mission
Update your investment allocation to ensure gift assets are aligned with your values & needs
Enhance your impact through InFaith giving expertise & additional gifts
Our team is here to serve donors with expert charitable advice. InFaith Community Foundation’s donor services department is here to help make the most of your giving plans.
Recommend new grants from your fund, check the status of a grant request, or request that a grant be expedited;
Create or refine your giving goals;
Update your Fund Agreement with new beneficiaries, advisors or contingencies;
Research charities match with your charitable goals and values;
Follow-up with charities on how grant support was used;
Discuss unique grantmaking scenarios (i.e., international grants),
Schedule a personal visit or phone review of your charitable fund; or,
Connect you to a gift planner to make additional gifts to your fund. 26

27. Q & A 27

28. 28