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Using Your Own Manager

Like many of our fundholders, you may have a longstanding relationship with a trusted investment manager. 

We value that relationship and can work with you to allow your advisor to continue managing your charitable assets at the community foundation.

Read one local advisor's story about overseeing his client's charitable dollars. Or, learn more about our outside investment manager policy.  

If you have questions about the policy or how you can participate, contact Vice President and Chief Financial Officer Steve Schloenbach.