Separately Managed Funds

While the Foundation maintains a well-diversified and professionally managed investment portfolio for its hundreds of endowment funds, there may be times when donors want to continue an existing relationship with a particular investment firm and specific advisor.

Under our “Charitable Investment Relationship Policy,” donors who set up a fund within the Foundation for $1 million or more now have that option.  We will be happy to discuss this option with you as appropriate.

Charitable Investment Relationship Policy


For more information contact:

Alan Ronk
President & CEO
Roanoke Corporate Office

Carly Oliver 
Chief Operating Officer
Roanoke Corporate Office

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