Charitable Fund Management
Many nonprofit organizations will choose a community foundation to manage their assets rather than choosing a commercial asset manager, such as a bank, a broker or a consultant. Community foundations provide specific non-profit expertise in investment management and oversight for endowments, operating funds, reserve funds, and other funds of non-profit organizations. Here at Laguna Beach Community Foundation, funds can be opened in 24-48 hours.
Nonprofit organizations are required by the Uniform Prudent Management of Institutional Funds Act to meet certain fiduciary standards regarding diversification of assets. Working with the Laguna Beach Community Foundation will partner you with a highly qualified team dedicated to your organization's investment strategy and long-term stability.
Cash gifts (checks, credit card donations, and wired funds) and non-cash gifts (publicly traded stocks, bonds, mutual funds, privately held stocks, and most forms of non-liquid real estate type assets) can all be accepted.
LBCF partners with each organization individually to identify specific needs, timelines, and investment goals to outline a unique and individualized investment strategy to suit the organization's specific needs.
The LBCF Investment Committee has over 100 years combined professional wealth advisory experience. Work with our team to amplify your impact.
Laura Tarbox, CFP - Founder and Principal of The Tarbox Group
James P. Fletcher, CFA - Managing Director and Portfolio Manager of
First Republic Investment Management
Charitable Fund Documents