Clients who wish to establish a charitable fund in excess of $250,000 are welcome to suggest to the Foundation’s Board of Trustees that the assets be managed by the investment management firm or manager they prefer. The Foundation would then begin a formal business relationship with a qualified Investment Partnership Program organization.
The challenge is to help clients realize their goal of contributing to the good of the community. The Investment Partnership Program breaks down barriers to charitable investment in the Blue Mountain area.
Investment advisor/client relationships remain intact. Plus, Investment Partners are able to add the charitable giving flexibility and local, Foundation expertise to the list of services they can provide their clients.
The goal of the Foundation’s investment policies is to maintain or increase the real value of the endowment principal and its distributions over the long term, while funding current needs at an appropriate level.