Charitable Investment Partner Program

The Charitable Investment Partner Program allows your clients to maintain the investment management of their existing advisor while accessing the philanthropic expertise of The Foundation. You will continue to develop a portfolio customized to your client’s investment preference while we provide the administration, community expertise and philanthropic services.

• Donors receive the maximum tax advantage and we take care of the record keeping and administration.

• Donors can maintain anonymity if they wish, and The Foundation can act as a buffer against unwanted solicitations.

• Donors are invited to special events and site visits hosted by The Foundation.

• Donors receive personalized service with a dedicated member of our team.

• Professional Advisors maintain and strengthen client relationships by providing ongoing investment management of charitable assets.

• Professional Advisors earn greater client confidence by working in tandem with The Foundation on charitable giving.

• Professional Advisors are invited to special events hosted by The Foundation.

• Professional Advisors connect across generations when helping families establish a philanthropic legacy through The Community Foundation for McHenry County.