Financial Advisors Program

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Financial Advisors Program

The Community Foundation's Financial Advisors Program helps your clients achieve their charitable goals while maintaining your investment management of those funds. You know your clients' investment goals, objectives and risk tolerances best. If they want to make a charitable gift and maintain their relationship with you, we offer these options:


Invest for The Foundation: Your client creates a fund at The Community Foundation with a minimum gift of $250,000 and asks us to retain your investment services. You sign an investment management agreement with us, allowing you to continue to manage these assets on our behalf while earning your fee.


American Funds: You refer your client to The Community Foundation to make a gift. We liquidate the donated assets and invest them in American Funds, listing you as the financial advisor on record, providing you with both origination and ongoing trailer fees on these investments.


Gift Planning: Your client may be able to meet personal and charitable goals through gift planning. We assist you and your client with charitable tools that, in many cases, allow you to continue to manage these assets and maintain your fee.


Foundation Investment: If your client does not select another option, the gift will be invested by The Community Foundation in our existing pool. We offer professional asset management and sophisticated reporting to keep your client informed about investment performance. You do not receive a fee.

To learn more about these options and how we can partner with you, contact us for a confidential conversation.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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