Charitable Investment Advisor Program
The Charitable Investment Advisor Program offers you the option to nominate an independent investment advisor to manage a portion of the Giving Account balance.
How It Works
- A donor with a Giving Account balance of $250,000 or more is eligible to enroll in the program.
- The Gift Fund qualifies and approves (subject to various criteria) the independent advisor to manage a portion of the Giving Account balance.
- A minimum of 5% of the total Giving Account balance is recommended to remain invested in one or a combination of the Gift Fund's investment pools to enable the Gift Fund to efficiently fund grants without the delay caused by having to liquidate advisor-managed charitable balances.1
With this investment program, you can:
- Benefit from customized investment management from a trusted advisor to help meet charitable goals.
- Pursue potentially higher returns from charitable contributions, possibly generating more funds to support the causes you care about.
Contact Us
To learn more about the program, call us or have your advisor call us at 800-262-6039.
1The Gift Fund will direct the liquidation of advisor-managed charitable balances if a grant recommendation is made that cannot be funded with balances in the Gift Fund's investment pools.