Endowment Fund Investment Policy – The Investment Policy sets forth the investment objectives of the Endowment Fund, as well as guidelines and parameters for achieving those objectives. This includes the asset allocation, target returns and disbursement policy, which are reviewed and approved by the Terton Sogyal Board and Sogyal Rinpoche.
The main objective of the Investment Policy is to preserve the equity of the Endowment Fund for the benefit of future generations, by preserving the value of our assets (with appropriate adjustment for inflation).
Another main objective of the Investment Policy is to generate sufficient income to provide continuous and stable distributions for the projects and centres supported by the Endowment Fund. Our investment policy is based on a long-term strategy, in which we endeavour to minimize risks (a conservative asset allocation) with optimizing profit results.
How to Make a Donation – It is most helpful if donations to the Rigpa Endowment Fund are given without any specific designation. This allows Sogyal Rinpoche and the Terton Sogyal Board maximum flexibility to allocate support where it will have the greatest effect and benefit, at any given time.