SHARE

You can continue to manage your clients' charitable funds at the Community Foundation. 

We've got charitable giving options that are good for your clients and good for your business.

When you partner with the Community Foundation, you stay in control of your client relationships, and we provide the resources and expertise to help you give your clients charitable giving options that meet their needs. Here's how it works: 

Funds of $10,000 or greater

We partner with American Funds to offer an investment option outside our endowed pool. Your client's fund at the Community Foundation can be invested in an American Funds vehicle you and your client choose, and you remain the manager of record for the fund. 

Funds of $1 million or greater

For larger funds at the Community Foundation, your client can designate you as the manager of his or her investments outside our main endowed pool. 

You can develop your own investment plan based on our separately managed allocation recommendation along with your expertise and knowledge of your clients' objectives. You'll work with our CFO to customize an allocation to be approved by our Finance Committee for the fund you will manage. 

Learn more about how the process works. Download our worksheet for a quick overview of the process for establishing a separately managed fund at the Community Foundation. 

We're here to assist you if you've got questions. Contact our staff at 501-372-1116. 

Our affiliate offices work locally in every corner of Arkansas. Find the affiliate near you.

Giving Locally

Contact

Phone: (501) 372-1116
Fax: (501) 372-1166
Email Us

Location

1400 West Markham
Suite 206
Little Rock, AR 72201
Directions

Email Updates