Donors are encouraged to continue working with their own financial advisors who they’ve grown to know and trust. Financial advisors can continue to manage assets even after they are gifted to the Community Foundation. Donors can also choose to take part in CFN’s Investment Programs, which offer several options for investing charitable funds.
Donors may recommend an investment strategy that supports their personal charitable intentions or matches their own investment philosophy by choosing one of the Foundation’s investment asset allocation options. To select a specific allocation mix, complete and sign a simple investment recommendation form, CFN Investment Recommendation Form (PDF)
You may change your current asset allocation at any time, but the Foundation physically moves assets only at the close of each month. If donors do not recommend a specific investment allocation, their fund will remain invested 100% in our money market pool.