Custom Investment Partnership Program
You have long-standing and valued relationships with your clients as their financial advisor. Your clients may want you to have a hand in managing all of their investments, from retirement to charitable assets. You have long-standing and valued relationships with your clients as their financial advisor. Your clients may want you to have a hand in managing all of their investments, from retirement to charitable assets.
Enter The Community Foundation’s Custom Investment Partnership Program (CIPP) — a new investment option that allows your clients to create a charitable fund, and benefit from our extensive grantmaking experience while keeping their assets under your management.
Our staff connects your clients to organizations that get great results, have brilliant ideas and demonstrate good governance and financial controls.
With an initial gift of $100,000 or more, your clients can transfer their assets from a private foundation, a donor-advised fund held elsewhere, cash or securities — even gifts of non-cash assets are possible.
The CIPP offers your clients enhanced service — a powerful combination of your investment and financial management expertise and The Foundation’s 90+ years of philanthropy, community knowledge and network of resources.