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.