Donor Advised Investment Partners Program

We created the investment partners program to enable donors to maintain existing investment relationships while benefiting from our community knowledge and philanthropic expertise.  

Each participating investment firm is set up as a separate investment pool at the Community Foundation, and the management of these funds is governed by our investment policy statement.  Investment fees are paid by participants. 

The Community Foundation handles the administrative tasks, and donors have a charitable giving tool that is simple, convenient and flexible.