Advisor Managed Funds
All your clients’ accounts. All in one place.
With an advisor managed fund, you retain investment management of your client’s assets while offering a seamless way to give. Your clients benefit from expert guidance, deep community knowledge, and flexible giving options. Best of all, you can manage all your clients’ accounts in one place.
Advisor Benefits
Retain Assets
Advisor maintains all client assets under management.
Advisor chooses the custodian.
Flexible Structure
Open one or bundle multiple client advisor managed funds to meet the $500,000 minimum.
Centralized Giving
Access all your clients’ giving in one place.
Option to customize the portal to match your firm’s brand.
Client initiates donations, and we handle the verification, approval and distributions.
Client Benefits
Immediate Tax Advantages
Clients receive a tax advantage as soon as they contribute to their advisor managed fund.
Flexible Giving
Clients can support the nonprofits they love based on their schedule, making donations from their advisor managed fund when it’s most convenient for them.
Nationwide Impact
Donations aren’t limited to Colorado—clients can support any eligible 501(c)(3) organization across the country.
Expert Guidance
Our giving experts provide insights on community needs, helping clients make informed and meaningful decisions.
Frequently Asked Questions
You retain management over the assets and can choose your preferred custodian.
Advisor managed funds work just like donor advised funds, but you retain investment privileges over the assets while your client makes recommendations on where to donate. Colorado Gives Foundation provides the tax deductibility and any philanthropic guidance your client needs.
- Colorado Gives Foundation opens the advisor managed fund, providing full tax deduction to the client.
- Advisor transfers funds from the client’s account to the new advisor managed fund.
- Advisor continues to manage and invest the assets according to our investment policy.
- You and your client will receive access to a portal to see all activity.
- We research the grant recommendations, issue the grants, and reconcile grants with the investment account.
The Foundation has a preapproved investment policy that delegates authority to appropriate parties and establishes parameters and targets for the portfolio. Contact us to learn more.
Similar to a DAF, clients are restricted to making grants to organizations with a public charity status of 509(a)(1) or 509(a)(2) and must comply with all Colorado Gives Foundation’s grant policies.
Both donors and advisors will have access to their quarterly statements in the portal. Statements include contributions into the fund, grant distributions to nonprofits, administrative fees, and investment performance.
Jeremy Stern
Major Gifts Officer
“I’m looking forward to making it easier for you to help your clients meet their philanthropic goals.“
Connect With our Team