 We always look for new ways to work with members of our community and to provide the most benefit to our fundholders and the nonprofits they support. To this end, we’ve developed financial partnerships with a number of the well-respected financial services firms in our area. In addition to our current core investment manager, Russell Investments, donors may also advise us which of our financial partners they would prefer manage the funds they have contributed to the Foundation. These financial partners include:
Fundholders of any size fund may recommend one of four investment mixes for their funds. Those holding funds exceeding $1 million may be separately managed by an investment manager of the donor’s choice, provided the manager completes the Foundation’s due diligence requirements and is approved by our Board of Directors. Please email Kristen Brown Smalley, Associate Director of Development or call her at 919-474-8370, ext. 133.
If you have any questions about Triangle Community Foundation’s financial partners or investment policy, please email Kristen Brown Smalley, Associate Director of Development, or call her at 919-474-8370, ext.133. |
