Separately Managed Funds

Manage Your Clients' Charitable Funds at the Community Foundation

When you partner with the Community Foundation, you stay in control of your client relationships, and we provide the resources and expertise to help you give your clients charitable giving options that meet their needs.

The Community Foundation has more than 40 years of experience working with families, individuals and corporations to help make smart giving decisions. Our staff is prepared to help you meet the needs of your clients by making sure they receive the maximum tax benefits for their gifts. 

When you partner with us, you can retain your clients’ investment portfolio, while we provide the expertise to make their charitable giving simple, flexible and efficient.  Let’s work together to help your clients achieve their philanthropic goals. Learn more by clicking here.

Contact Us

Members of our staff are ready to help.

Lindsey Simmons

Planned Giving Director