Mostly bonds
25 / 75Stocks / bonds
Steadier. Suits money you plan to grant out in the next few years.
Portfolios
Same DAF. Different investments.
Three simple, climate-forward portfolio options.
Half and half
50 / 50Stocks / bonds
In between. Some growth, some cushion.
Mostly stocks
75 / 25Stocks / bonds
More upside, but more downside. Suits a DAF you’ll keep open for many years.
Our DAF portfolios are deliberately more focused on capital preservation than a generic investment portfolio (meaning they’re more bond-heavy). You can choose how much risk/reward is right for your holdings.
Each portfolio keeps 1% in cash,
taken from the bond side.
Two building blocks.
More climate solutions. No fossil fuels.
Bonds
Only green bonds, financing the energy transition.
CCSB is our actively managed fund of corporate green bonds, which companies issue to pay for projects like renewables and energy efficiency.
Stocks
Our climate-forward take on a generic stock portfolio.
90%Fossil-fuel free core equity
10%Companies building climate solutions
Combined fund expense ratiosWeighted fund expense ratios for each portfolio, separate from DAF admin fees. As of October 23, 2026. range from 0.40% to 0.47%,
depending on the mix.
Your investments are not a climate donation. The climate projects are funded by ClimateNOW Prize grants. Investing involves risk, including loss of principal.
Not sure which? Three questions.
Answer these and we’ll suggest a mix. We ask the same questions when you open your ClimateDAF, and you can change your mix anytime.
- Question 1
How long do you plan to keep your ClimateDAF open?
- Question 2
How much do you hope your DAF grows each year?
- Question 3
If your DAF lost 20% of its value in a year, what would you most likely do?
0 of 3 answered.
Answer all three to see a suggested mix.
Your answers suggest
Mostly bonds
25% stocks / 75% bonds
Steadier. Suits money you plan to grant out in the next few years.
A suggestion based on your answers, not a promise of returns. No mix guarantees growth.
