Investment Strategy
When a donation is made through Evergive, it becomes part of a pooled fund held by The Forever Trust. Those funds are then invested, with the returns generated over time paid out as grants to the donor's chosen charities. The original donation stays in the pool indefinitely.
The Forever Trust manages the investment of donor funds in accordance with its own investment strategy and governing documents. As with all Donor Advised Funds, final investment decisions rest with the trustees. Evergive has no ability to direct or instruct how funds are invested. This is both a legal requirement of DAF structure and an important protection for donors.
The Forever Trust invests with a long-term outlook, focusing on assets designed to preserve and grow value over time. Because the original donations are never spent, the fund's ability to generate sustained returns for charities depends on that capital holding and growing its value over the long term.
Because donations pool together, the investment returns compound over time. The larger the pool, the greater the returns and the more charities receive. Each new donor strengthens the fund for everyone already in it.
