We offer donors and organizations different options for the investment management of their endowed and non-endowed gifts.
Donors may recommend their own investment manager to become part of the Foundation’s Investment Partner Program to manage the investment of their gifts to the Foundation. The Foundation will consider recommendations and appoint a recommended manager as part of the Investment Partner Program should they meet the criteria outlined below and in the document included below.
- The advisor must be a current Investment Partner or be responsible for $250,000 in gifts to new funds over a five (5) year period.
- The Foundation’s account with the investment advisor’s custodian will bear all its own expenses, paid by the underlying pooled funds established by donors, including but not limited to investment manager-related fees.
- The investment advisor and/or the advisor’s firm must be registered with the SEC, under the Registered Investment Advisors Act of 1940.
- The investment advisor and/or the advisor’s firm must have at least $100 million under management and have been in business for five (5) years.
