Your Investment Expertise, Our Philanthropic Expertise
Professional Advisors have spent years getting to know clients and their financial goals, and work hard to help them reach their highest aspirations. With the Individually Managed Fund program at Silicon Valley Community Foundation, donors can continue to receive investment management expertise from advisors they have built relationships with while enjoying the world-class donor services of Silicon Valley’s center of philanthropy.
Clients formally initiate the process of establishing an Individually Managed Fund by recommending an investment advisor of their choice to manage donor advised fund assets of $1 million or more. Advisors retain client relationships and can develop portfolios customized to their clients’ investment preferences and time horizons, with the goal of growing the assets available for their philanthropy.
Our expert staff will help develop a giving strategy that is easy, effective and fulfilling. We handle grants administration and processing so donors can focus on their charitable passions. We provide exclusive opportunities to connect with other donors as well as philanthropic experts and thought leaders from around the world. And all donors will have 24/7 online access to review their fund and recommend grants anywhere in the world.
The result is a highly personalized and rewarding philanthropic experience for both advisors and their clients.
SVCF’s investment committee and staff qualifies recommended advisors after reviewing the advisor’s credentials and proposal for investment policy, asset allocation, investment selection and fees. Alternative investments such as private equity and hedge funds will also be considered on a case-by-case basis.
To learn more about our Individually Managed Fund program, please contact us at firstname.lastname@example.org or 650.450.5444.