Through our Investment Partners Program, donors (your clients) maintain their partnership with you as their trusted advisor, and you both benefit from the local services and community knowledge of the Community Foundation.
The Investment Partners Program enables you and your clients to set up charitable funds at the Community Foundation managed by you. It’s a three-way partnership between the philanthropic experience of the Community Foundation, the investment experience of local advisors like you, and the relationship with your clients – a winning combination for the community!
Let our knowledgeable and dedicated Community Foundation staff handle the administrative tasks, and give you and your clients a charitable giving tool that is simple, flexible, tax-efficient, and local.
The Investment Partners Program is available for funds established with assets equal to or greater than $250,000. Advisors can offer many clients this investment strategy by pooling charitable funds if any one single portfolio meets or exceeds the $250,000 minimum.
Advisors are required to adhere to the Community Foundation’s Investment Policy Statement for the Investment Partners Program. Investment fees are borne by the portfolio.
How to get started:
Setting up a charitable fund is easy, and you can do this online! Visit our Start a Fund page to: