Charitable Partners Program

Our Charitable Partners Program offers two investment options if you want to create a new donor advised fund and have your financial advisor manage the gifted assets.

The two options are:

• American Funds Community Foundation Program
  ($25,000 minimum balance required)
• Financial Advisor Managed Account
  ($1 million minimum balance required)

For details email Nan Edgerton, vice president of development, or call her at (757) 622-7951.