Individually Managed Funds

Our donors have strong relationships with their wealth managers. That’s why we offer Individually Managed Funds, which allow external investment advisors to manage the assets of a donor advised fund. In short, we provide excellent service while you manage the assets.

It’s an innovative and customized investment approach that gives peace of mind to your clients, while allowing them to work directly with us as they make their charitable vision a reality.

How It Works

Individually Managed Funds (IMFs) facilitate the maintenance of charitable assets under the current investment advisor. When your clients establish an IMF, you can develop portfolios customized to the investment preferences and time horizons of your client and the foundation.

As you manage their assets, your clients can leverage our community knowledge, charitable expertise and suite of donor services to maximize their impact.

Learn more about how IMFs benefit you and your clients.