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中國香港特別行政區

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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 754, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

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ENDOWMENTS AND FOUNDATIONS

Deep experience to help you meet your mission

We have served Endowments and Foundations for many years, and understand the ambitious goals and most pressing needs of nonprofit clients. Whatever your philanthropic objectives, we will create a custom strategy to support your organization today and in the future. Our approach is rigorous and highly detailed ― incorporating your investment objectives, risk tolerance and spending policies.

women involved in endowments and foundations

TAILORED PLANS

How we can help

developing investment policies for endowments and foundations
supporting endowments and foundations as a fiduciary
recession planning for endowments and foundations
educating donors for endowments and foundations

OUR COMMITMENT

Philanthropy is deeply ingrained in our culture.

Capital Group and its associates are highly charitable. From the 2013 through the 2022 fiscal years, Capital Group gave more than $300 million to nonprofit organizations. In fiscal year 2022, Capital Group made nearly 700 associate-driven grants to nonprofits, while 570 associates served on nonprofit boards.

Image shows the statistics on capital group’s philanthropic giving $250 Million USD donations over 10 years, 600 associate-driven grants and 400 associates on boards.
Image shows the statistics on capital group’s philanthropic giving $250 Million USD donations over 10 years, 600 associate-driven grants and 400 associates on boards.
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INSIGHTS

Research-driven perspectives to assist 

Endowments & Foundations

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Let’s continue the conversation.

Reach out to connect with one of our Private Wealth Advisors.