Custom managed assets are accounts managed by a donor’s wealth advisor. At The Foundation, we work with these professional advisors to formulate and achieve client goals by combining assets to create a new charitable endowment or non-endowment fund. This allows wealth advisors to maintain discretion over assets, while opening up their clients’ portfolios to other charitable giving and social investment opportunities.

Custom Managed Assets Benefit to Clients:

Increases assets under management

Creates a partnership of philanthropic services and investment management

Utilizes a transparent and collaborative process

How Does It Work?

1. Wealth advisor contacts TSDF about prospective gift

2. Identify size of gift*
*Minimum fund amount requirement

3. TSDF completes due diligence process

4. TSDF & wealth advisor determine Investment Policy Statement (IPS)

5. Wealth advisor executes IPS with maximum transparency, including a monthly statement