The Endowment Fund Investment Policy sets forth the investment objectives of the Endowment Fund, as well as guidelines and parametres for achieving those objectives. This includes the asset allocation, target returns and disbursement policy, which are reviewed and approved by the Tertön Sogyal Boards through recommendation by the Investment Committee.
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.
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 through the Study and Practice grants, the Light of Dharma grants and the Elders grants. Our investment policy is based on a long-term strategy, in which we endeavour to minimize risks with optimizing profit results.
Donations to the different Tertön Sogyal Foundations including the Terton Sogyal Trust can be gifts of money, property or goods through Wills and Legacies, as well as major donations. Gifts of land, buildings, investments or other assets may, at the discretion of the board of trustees, be converted into liquid assets.
Allocating Donations – If you wish to leave a legacy to the Endowment Fund, it is important that you specify this in your will when mentioning the Tertön Sogyal Trust.