Investment Partnerships
Overview
Through our Outside and Donor Recommended Investment Manager Program, you can continue managing your clients' assets while the Community Foundation supports their philanthropy. We offer custom investment options tailored to you and your clients' needs.
Investment Partnerships
You have long-standing and valued relationships with your clients as their financial advisors. Your clients may want you to have a hand in managing all of their investments, from retirement to charitable assets.
Contact us today to learn about our investment options that allow your clients to create a charitable fund, and benefit from our extensive grantmaking experience while keeping their assets under your management.
Benefits of An Investment Partnership
The Community Foundation offers your clients enhanced service — a powerful combination of your investment and financial management expertise and our 30+ years of philanthropy, community knowledge and network of resources.
Advisor Benefits
- Maintain a lifetime relationship with your clients
- Provide clients a full-service, one-stop resource to achieve their financial and charitable goals, including legacy planning
- Integrate estate planning and business succession planning with clients
Client Benefits
- Access to Community Foundation knowledge resources and events, including donor briefings on important local, state, and national issues
- The ability to designate a future charitable purpose for their fund, including specific organizations, a field of interest, or broad purposes
- The ability to name successor advisors for their fund
- Online grantmaking ability and 24/7 access to funding information
Questions? Contact Us!
Learn how we can partner to help your clients attain their charitable goals. Click on the button below to send an email to our Chief Financial Officer, Tim Jones.
