Custom Investment Partnership Program

Maintain an investment advisory role over your clients' assets while helping them fulfufill their charitable goals.

With a minimum gift of $100,000 at The Community Foundation, your client can recommend that you continue managing the assets and serve as custodian of that fund on behalf of The Community Foundation.

Benefits to the Advisor

Maintain a lifetime relationship with your client
Provide clients a full-service, one-stop resource to achieve their financial and charitable goals, including legacy planning
Integrate estate planning and business succession planning with clients

Benefits to the Client

Access to Community Foundation knowledge resources and events, including donor briefings on important local, state and national issues
Opportunities to network with like-minded philanthropists
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 fund information

Memorandum of Understanding

This Memorandum of Understanding (“MOU”) establishes general responsibilities and guidelines for the Custom Investment Partnership Program at The Community Foundation for Greater New Haven Inc. (“The Community Foundation”) between The Community Foundation and a recommended Investment Advisor (“Investment Advisor”).

Download the MOU

Due Diligence Questionnaire

To be 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 roles of the professional advisor, the investment advisor (“Investment Advisor”) and the investment program and strategy that will be employed in the management of the client's fund.

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