Separately managed accounts
For givers with Giving Fund balances of $300,000 or more, NCF offers the investment option of a separately managed account (SMA). Our SMA offering allows qualified independent investment advisors to provide investment management services for the assets you have contributed to your NCF Giving Fund. With your SMA, your personal advisor can manage and align your personal financial planning with your charitable granting goals for one unified perspective. SMAs are best suited for givers who have large ongoing fund balances, longer-term charitable giving horizons, and the desire for their fund balance and charitable impact to grow over time.