Customize Philanthropy.
Preserve Client Relationships.
INTRODUCING
Individually Managed Funds
AT
THE GREATER KANAWHA VALLEY FOUNDATION
Let your clients give with purpose — without giving up their trusted advisor.
The Individually Managed Funds (IMF) Program at The Greater Kanawha Valley Foundation offers donors the ability to retain their personal investment advisor while benefiting from TGKVF’s philanthropic expertise and 501(c)(3) advantages.
Who It’s For
- Wealth managers with philanthropic clients
- High-net-worth individuals & families
- Advisors helping clients integrate charitable giving into financial planning
For Advisors:
- Retain assets under management
- Deepen client relationships
- Seamlessly integrate giving strategies
For Donors:
- Personalized investment strategy
- Maximum tax benefit under 501(c)(3)
- Mission-aligned grantmaking through TGKVF
Key Features:
- Minimum Fund Size: $1 million
- Maintain your own trusted advisor (with TGKVF approval)
- Quarterly performance reporting
- Foundation oversight + administrative support
Ready to offer your clients the best of both worlds?
Learn more about establishing an Individually Managed Fund today.
Contact:
Kristin Mounts
Executive Vice President-Operations and Chief Financial Officer
kmounts@tgkvf.org
| Category | Document Name | Link |
|---|---|---|
| Investment Policy | 2024 Investment Spending Policy | Download |
| IMF Agreements & Policies | IMF Investment Advisor Manager Agreement | Download |
| IMF Program Policy 11.2024 | Download | |
| TGKVF Fee Schedule | TGKVF Fee Schedule 03.20.2025 | Download |
| TGKVF Fund Agreement | TGKVF IMF Fund Agreement 03.25.2025 | Download |
| TGKVF Advisor Requirements | TGKVF IMF Program Advisor Approval Requirements | Download |