Investment Partner Program

A dark-skinned woman with natural hair reviews a documents across a table from another woman. Both are dressed professional in blazers. A laptop sits open next to the presenter.

The Findlay-Hancock County Community Foundation offers 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 investment manager currently manages endowed gifts for the Foundation; or
  • The gift is at least $500,000 for endowed funds or $25,000 for donor advised funds.
  • The investment manager is registered with the SEC under the Registered Investment Advisors Act of 1940.
  • The investment manager has at least $100 million under management and has been in business for five years.

All partner requirements and additional information are included in the document below.