Cobb FoundationInvestment Partner Program
Through our Investment Partner Program, qualifying investment firms are engaged by Cobb Community Foundation (CCF) to manage, in a single account, all assets held in their clients’ charitable funds at CCF.
Qualifying investment firms (RIAs, IAR-operated affiliates of RIAs, or banks or trust companies) and their clients
From cobbfoundation.org/advisors-atlanta-marietta-ga/investment-partner-program ↗About this program
The investment firm manages the assets collectively while we maintain and track each fund separately. A minimum of $100,000 in collective charitable funds are required to participate in the Investment Partner Program, and a collective fund balance of $250,000 must be reached within 24 months.
For your clients, creating their new fund at CCF is as simple as completing a form. They can contribute securities, cash or other assets acceptable to CCF, or they can grant assets from a private foundation or a donor-advised fund (DAF) held elsewhere.
Qualification requirements for investment partners: legal and regulatory status as an RIA; an IAR-operated affiliate of an RIA; or a bank or trust company. Client base inclusive of clients who reside or operate a business in Cobb County. Minimum of $100 million in assets under management. Minimum 10 years in business. Minimum 15 years average investment management experience among key employees. Investment process consistent with CCF’s Investment Policy Statement.
Details
- Who
- Qualifying investment firms (RIAs, IAR-operated affiliates of RIAs, or banks or trust companies) and their clients
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ScholarshipsScholarships are granted for educational expenses at an accredited college, university, technical, vocational or trade school.Enhanced Corporate ServicesBeyond providing vehicles to facilitate corporate giving, CCF can also provide the following services:The Cobb Community ConnectionTHE CONNECTION is a searchable, mappable online directory for non-profits primarily serving Cobb County to share who they are, what they do, who they serve, where they are and what they need.