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Advisor-Managed Fund

The Advisor-Managed Fund is a new investment option offered by The Denver Foundation. For donor-advised funds of $200,000 or more, the Advisor-Managed Fund offers donors the option of having their trusted financial advisor invest and manage the charitable assets in their fund.

The Advisor-Managed Fund is particularly appealing to donors who are transferring assets from a private foundation or who have experienced a liquidity event, such as the sale of a business or an inheritance and want their existing advisors to manage the charitable assets. Donors may also recommend an advisor when establishing a testamentary fund, creating a charitable legacy today that lasts beyond a lifetime.

By partnering with the donor’s financial advisor, the Foundation can help increase the impact of the donor’s philanthropy by offering customized services and enhanced resources:

  • Charitable Consultation Services
  • Educational Seminars
  • Nonprofit Research and Grantmaking Expertise
  • Family Philanthropy Planning
  • Acceptance of Complex, Illiquid Assets
  • Private Foundation Collaboration Strategies

With a fund of $200,000 or more, the Advisor-Managed Fund offers donors and their advisors a great investment option and a full-service donor-advised fund.

Ready to get started? Need more answers? Call Maura Ridge at 303.300.1790 or send an e-mail.