For Professional Advisors
We have a variety of different fund types available to help meet specific donor objectives.
Our donor relations team can provide advice, assistance and accessible materials to help advisors and their clients understand their options – from funding assets and vehicle structures to investment portfolios and grantmaking.
We accept a wide range of asset types, including ones that many commercial brokerage firms are unable to accommodate. Often clients may not even be aware of the options available to them. Our development team specializes in simplifying the process of converting complex assets into contributions.
- Real estate
- IRA rollover
- Publicly traded securities
- Closely held stock/business interest
- Partnership interests
- Retirement plan assets including IRA rollovers
- Charitable gift annuities
- Charitable remainder trusts
- Distributions from Private Foundations
- Other complex assets
The Community Foundation is about more than transactions, we are about transformations. View our administrative fee schedule.
Our donors have the option of selecting from a variety of investment options:
A balanced portfolio of liquid, semi-liquid and illiquid assets (illiquid assets not to exceed 30%). Total return approach intending to preserve the real dollar value of the funds. This option is best for a long-term time horizon generally five years or longer.
Diversified portfolio of global stocks and bonds with a growth emphasis through indexed funds. This option is best for a long-term time horizon generally five years or longer.
A liquid portfolio that balances liquidity needs with a reasonable level of capital appreciation. This option is best for a time horizon generally two to five years.
Portfolio of cash/cash equivalents to maintain liquidity and preserve principal. This option is best for a short-term time horizon generally less than one year.
We offer an option for donors to utilize their preferred investment manager through our IMA program. We'll work with your investment manager to set up your charitable fund, and then assets are moved from the Community Foundation to your manager. Our online fund portal gives the donor the opportunity to recommend grants online and offers information like fund activity and investment information.
VP for Philanthropic Services
Mary Katherine Morales