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Separately Managed Fund Option
In addition to the investment options offered by the Community Foundation for the National Capital Region
(the “Community Foundation”) a donor may request that the fund assets of their donor advised fund or
designated fund be managed by a specific financial advisor. The Community Foundation’s policies and
guidelines governing these relationships are listed below.
The Community Foundation Separately Managed Funds have a one to one relationship between the
Community Foundation component fund and a specific financial advisor at a specified investment company.
After a donor’s request for a separately managed fund is reviewed and approved by the Community Foundation, a Community Foundation representative will complete account setup documents to create a new separate account in the name and TIN of the Community Foundation at the investment company. The donor’s investable assets of their component fund will be transferred to the new Foundation account. Signatory authority on the account is explicitly limited to officers of the Community Foundation.
For more information:
Director, Corporate and Professional Services