Separately Managed Accounts

If you prefer a more customized approach to the management of the assets in your Giving Fund, NCF offers Separately Managed Accounts (SMA). Once your Fund balance is over $300,000 you can recommend a Registered Investment Advisor (RIA) to manage the assets in your Giving Fund. 

 

How do I get started?
Contact our team to nominate your advisor to manage the assets in your Giving Fund. Once your SMA is approved, it can be funded through an already existing Giving Fund at NCF or with new gifts.

 
 

What's the process?
If your advisor is new to NCF, our investment team will perform the appropriate due diligence on their firm to ensure that they meet NCF's standards for managing assets. After that, our team will work with you and your advisor to complete the necessary forms.

 
 

What if I want to support a charity immediately?
If you want to recommend grants while your SMA is still in the approval process, we suggest you leave a portion of your Fund balance in one of NCF’s regular investment pools. This will ensure that there are liquid funds available to cover those grants.


>> Contact our team to learn more or get started now

Investment Options

You have a variety of options for how your Giving Fund balance can be invested for growth:

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