Separately Managed Accounts (SMAs)

A Separately Managed Account (SMA) gives you a personalized way to invest the charitable dollars in your Giving Fund. Your own trusted advisor can manage those assets, keeping your financial planning and charitable giving working together.

This option is best for givers who want a hands-on, customized approach to long-term growth. Your advisor designs the strategy while NCF holds the fund.

Here is what an SMA offers:

• Customized, flexible investment options for your Giving Fund
• Continuity between your financial planning and your charitable goals
• Freedom to design unique, custom investment strategies
• Potential for charitable dollars to grow tax free
• A 5% minimum cash reserve kept on hand for granting and admin costs

Ready to explore an SMA? Connect with your NCF team to see if it fits your goals.