charitable investment partnerships
Would you like to establish a fund to the Community Foundation but still maintain your own professional advisor/ money manager? Through our Charitable Investment Partnership Policy, your gift can be managed seperately from the Community Foundation’s investment pool
Though the assets become the property of the Community Foundation, the Foundation may retain your professional advisor as the investment manager while the funds are invested under the Foundation’s Investment Policy. The Foundation will still hold periodic performance reviews with oversight provided by its Investment Committee.
Here is a PDF describing our Charitable Investment Partnership Policy in greater detail.