Investments

Investment Flexibility
to Meet Your Goals

Investment flexibility is a key feature of iGiftFund program designed to meet your unique investment needs and goals.

Open investment architecture is what makes working with iGiftFund such a favorable choice.

Some of the primary benefits of working with iGiftFund include, but are not limited to:

Investments

Your fund may be invested under open architecture in a broad range of securities including stocks, bonds, and mutual funds. Contributed securities, including illiquid assets, can also be held in kind.

Investment Management

You can recommend that we use your trusted financial advisor to manage the investments in your donor advised fund in either a discretionary or non-discretionary capacity. You, your advisor and iGiftFund become co-stewards of your philanthropic legacy.

Custody Flexibility

You can recommend where investments in your donor advised fund are custodied.  We work with the financial institutions that you’re most familiar and comfortable with, including Fidelity, Schwab, Vanguard, Pershing, LPL and Baird to name a few.

Separately Managed Accounts

Your donor advised fund is separated and individually managed. We do not pool or commingle investments.

Customization

You may recommend a tailored investment program to meet your unique philanthropic objectives.

Transparency

Your recommended custodian will provide you and your financial advisor with independent statements of assets held in your donor advised fund. And that’s peace of mind.