Custom Investment Partnership Program

The Community Foundation now offers professional advisors an additional way to remain involved in fulfilling their clients’ charitable goals, while still maintaining an investment advisory role over their client's assets.

Clients can start a fund with a minimum gift of $100,000 at The Community Foundation, and may recommend that their professional advisor manage the assets and serve as custodian of that fund on behalf of The Community Foundation. The donor-recommended financial advisor works with The Community Foundation under a simple Memorandum of Understanding through the Custom Investment Partnership Program (CIPP).

Is the CIPP Right for You?

Benefits to the Advisor

Maintain a lifetime relationship with clients through the management of the charitable assets
Offer clients a one-stop shop to achieve their financial and charitable goals, and create a legacy for the future
Provide clients the opportunity to receive maximum tax benefits on their charitable gifts
Integrate estate planning and business succession planning with clients
Enjoy an array of Community Foundation support services including seminars and networking opportunities

Benefits to the Client

Access to The Community Foundation’s professional staff and issue-based donor briefings
Opportunities to network with like-minded philanthropists
Access to local, regional and national expertise on charitable giving, nonprofits and community trends
The ability to designate a future charitable purpose for their fund, including specific organizations, a field of interest or broad purposes
The ability to name successor advisors for their fund
Streamlining charitable donations
Online grantmaking ability and 24/7 access to their fund information

Due Diligence Questionnaire

The Due Diligence Questionnaire is completed by Professional Advisors who have been recommended by their clients to The Community Foundation for Greater New Haven for the Custom Investment Partnership Program.

The purpose of the questionnaire is to provide a clear understanding of the professional advisor, the investment advisor (“Investment Advisor”), the investment program and the strategy that will be employed in the management of The Community Foundation’s assets entrusted to the advisor and his or her firm under the Custom Investment Partnership Program.

Download the Due Diligence Questionnaire

Donor Investment Request

The Donor Investment Request form is used by donors or potential donors to The Community Foundation to recommend an investment manager for approval and acceptance in the Custom Investment Partnership Program.

Download the Donor Investment Request Form

Do you have a charitably-inclined client?

As a trusted financial advisor, you have the power to do great things with and for your clients. If you have a client who has expressed an interest in charitable giving, contact Dotty to review the program. It won’t take long, but the benefits will last a lifetime.