A few reasons for area investment advisors to call (830.896.8811) or email Paul Urban to find out more about TCF:
- Help your client create a charitable legacy
- Utilize TCF's knowledge of the local nonprofit sector
- Provide a charitable benefit for your client, now and in the future
- Build a mutually beneficial relationship between the client, investment advisor and TCF
This strategy for partnership with The Community Foundation provides a donor the option to maintain their charitable portfolio with an investment manager of their choice when the value of the endowment fund is $250,000 or more.
Each fund is assessed an administrative fee by The Community Foundation at the end of each quarter, based on the average balance of the fund for the last 12 quarters of the reporting period.