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Risk Tolerance and Time Horizon
 
Your time horizon reflects how often you plan to contribute to and support charities with your Giving Account. Your investment risk tolerance is a reflection of how comfortable you are with market volatility in your Giving Account. These two considerations will allow us to match your giving profile to a single Asset Allocation pool.

These pools have an asset allocation mix among stocks, bonds, and short-term instruments that range from a more conservative and lower equity allocation to a more aggressive and higher equity allocation mix.