How We Invest Your Client’s Gifts

We understand that no single investment plan can meet every client’s needs. That’s why the Cleveland Foundation allows you and your client to choose the option that works best for you.

When you create a fund with the Cleveland Foundation, you can choose to invest it in the following ways:

In the Cleveland Foundation Pool
With a firm or bank
In indexed mutual funds
With an individual investment advisor

See the foundation’s most recent financial update.

Advisor Tool Kit

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Donor Profiles

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Fund Comparison Charts

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Congress reinstates charitable IRA rollover provisions

Caprice Bragg and Ginger Mlakar discuss the ins and outs of recent legislation allowing the tax-free transfer of individual retirement account assets to charitable organizations.

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