While the Foundation maintains a well-diversified and professionally managed investment portfolio for its hundreds of endowment funds, there may be times when donors want to continue an existing relationship with a particular investment firm and specific advisor.
Under our “Charitable Investment Relationship Policy,” donors who set up a fund within the Foundation for $1 million or more now have that option. We will be happy to discuss this option with you as appropriate.
Charitable Investment Relationship Policy
For more information contact:
Alan Ronk
President & CEO
Roanoke Corporate Office
540.985.0204
Carly Oliver
Chief Operating Officer
Roanoke Corporate Office
540.985.0204