Advisor Managed Funds
Maintain Assets Under Management
Trust and transparency matters. You have long-standing and valued relationships with your clients as their financial advisor. Your clients may want you to have a hand in managing all of their investments, from retirement to charitable assets.
Enter The Parkersburg Area Community Foundation’s (PACF) Advisor Managed Funds — an investment option that allows your clients to create a charitable fund, and benefit from our extensive grantmaking experience while keeping the investments under your management.
Our staff connects your clients to organizations within our 11-county service area that get great results, have brilliant ideas and demonstrate good governance and financial controls.
With an initial gift of $1,000,000 or more, your clients can create a fund at the PACF transferring their assets to the PACF from a private foundation, a donor-advised fund held elsewhere, cash or securities — even gifts of non-cash assets are possible.
Advisor Managed Funds offers your clients enhanced service — a powerful combination of your investment and financial management expertise and The PACF’s 60+ years of philanthropy, community knowledge and network of resources.
Benefits to the Advisor
- Maintain a lifetime relationship with your client
- Provide clients a full-service, one-stop resource to achieve their financial and charitable goals, including legacy planning
- Integrate estate planning and business succession planning with clients
Benefits to the Client
- Access to Community Foundation knowledge resources and events, including donor briefings on important local, state and national issues
- Opportunities to network with like-minded philanthropists
- The ability to designate a future charitable purpose for their fund, including specific organizations, a field of interest or broad purposes
- The ability to name successor advisors for their fund
- Streamlining charitable donations
- Online grantmaking ability and 24/7 access to fund information
