The Community Foundation of Greater Fort Wayne recently launched the Donor and Advisor Partner Program. The program allows for Investment Advisors to continue to manage the assests of their clients’ funds. The Community Foundation knows that the relationship between Investment Advisors and their clients is important.
What does this mean?
We offer donors the flexibility to recommend an external Investment Advisor to manage the assets of their fund. This customized investment approach allows donors to work with an Investment Advisor they know and trust, while our expert staff work with these donors to help them accomplish their philanthropic goals.
If you have questions or wish to participate in our Donor and Advisor Partner Program, call Alison today at 260-426-4083.