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Financial Advisor Managed Accounts

• A donor establishing a fund with a minimum gift of $1 million may recommend a licensed financial advisor to manage the investment of the assets of the fund.

• A licensed financial professional proposing to use a Financial Advisor Managed Account for a donor’s gift of $1 million or more will undergo an appropriate due diligence review by The Norfolk Foundation’s Investment Consultant.

Types of funds available to your clients:

• Donor Advised Funds
  Donor advised funds enable donors or their advisors to recommend contributions to specific charitable organizations.
  

  • Click hereto download a sample Donor Advised Fund Agreement
    
  • Click here to compare the benefits of a Donor Advised Fund to starting a private
    foundation.

If you want to partner with southeastern Virginia’s most experienced community foundation, please contact:

Nan C. Edgerton, Vice President of Development
The Norfolk Foundation
(757) 622-7951 or
nedgerton@norfolkfoundation.org

Collaboration. Philanthropy. Impact.