Investments

//Investments
Investments 2018-03-08T14:24:43+00:00

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 an investment strategy or request 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 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.

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.

We have worked with over a hundred institutions throughout the country, including:

  • 1st Global
  • Abacus Wealth Partners
  • Bernstein
  • American Funds
  • Ameritas
  • Ameriprise
  • Baird
  • BB&T Bank
  • Bank of America
  • Benjamin F. Edwards
  • Cambridge Investment
  • Bernstein Global Wealth
  • Brown Advisors
  • Buckingham Asset Management
  • Cetera
  • Commonwealth Financial Network
  • Credit Suisse
  • Dimensional Funds Advisors
  • Edward Jones
  • Fidelity Investments
  • First Allied
  • First Republic Securities
  • Franklin Templeton
  • FSC Securities
  • Genworth Financial
  • Goldman Sachs
  • Janney Montgomery Scott
  • KMS Financial Services
  • Lincoln Financial Group
  • Lockwood
  • Loring Ward
  • LPL Financial
  • Manning & Napier
  • Merrill Lynch
  • Mercer Advisors
  • Mesirow Financial
  • Morgan Stanley
  • National Advisors Trust
  • Neuberger Berman
  • New York Life Securities
  • Northwestern Mutual
  • Pershing
  • Raymond James
  • RBC Wealth Management
  • Resonate
  • Royal Alliance
  • Sagemark Consulting
  • Savant Capital Management
  • Schwab
  • Scottrade
  • SEI Investments
  • Shareholders Service Group
  • Stifel
  • TD Ameritrade
  • Thomas Weisel Partners
  • Trust Company of America
  • UBS Wealth Management
  • United Planners
  • U.S. Bank
  • U.S. Trust
  • Vanguard
  • Waddell & Reed
  • Wells Fargo
  • William Blair
  • Woodbury Financial
  • Ziegler Wealth Management

Questions: Call us at 1-800-810-0366

See Program Description and Application

Questions?