At CSF, we believe in providing maximum flexibility for donors – your clients – by adding multiple investment opportunities for their CSF Giving and Legacy Funds.  We look to you, as their investment advisor, to be involved in the investment management and growth of the Funds.  You have several ways to be involved.

Advise your client on their choice of Investment Pools 
For a Fund balance under $300,000, CSF offers five pooled investment accounts ranging from money market to aggressive growth.  These pools are actively managed in a socially responsible environment.  

 
Manage the CSF Giving or Legacy Funds balance directly
For a Fund balance over $300,000, you may advise, manage, and direct the investments of the Fund.  In this case, CSF enters into investment advisor relationship with you as a Registered Investment Advisor.  CSF may pay you investment management fees for:

• Gift assistance and processing
• Reporting
• Providing necessary liquidity to meet distribution needs of the fund
• Designing and implementing an investment strategy which you agree upon with your client
• Investment Transactions

CSF will supply you with our Master Investment Policy, which provides guidelines for investments.  CSF executes the investment agreement with your firm after approval of the new CSF Giving or Legacy Fund and its investment strategy.  Quarterly fees may be deducted directly from the brokerage accounts.  Balances under $1,000,000 may be required to be maintained with CSF's master custodian.