Separately Managed Accounts
Faithful Stewardship, Tailored to Your Client’s Goals
As a financial advisor, clients rely on your expertise to guide their financial journeys. In an increasingly competitive market, introducing them to charitable giving strategies can help you distinguish your practice and serve your clients in meaningful ways.
As more and more families practice generosity, you serve a crucial role in guiding them through the planning, tax, and impact opportunities of charitable giving strategies. The Catholic Community Foundation can help you deepen those relationships through the power of charitable giving.
What is an SMA?
“Charitable giving” is an effective way to diversify your offerings and amplify your practice by providing your clients with charitable giving options to meet their philanthropic objectives. Separately Managed Accounts (SMAs) are charitable giving vehicles that allow you to maintain management of and collect fees on investments while allowing you to connect with your clients on things that matter to them. Separately Managed Accounts allow the opportunity to create an impact on the community while growing relationships substantially.
Use your preferred custodian: From major national brands to local firms, we have the capability to work with a wide array of custodial entities to serve you and your client’s investment goals.
Utilize flexible investment options: You have more versatility regarding investment options, including stocks, bonds, mutual funds, ETFs, cash, and more.
Connect to like-minded individuals: Your clients will have peace of mind knowing they will be giving in accordance with their own moral compass. The Foundation is committed to Catholic values and ensuring the investments do not conflict with the teachings of the Catholic faith.
A Personalized Approach to Faith-Based Giving
A Separately Managed Account through the Catholic Community Foundation is more than an investment—it’s a commitment to your and the future of the Catholic community. With tailored strategies, ethical investing, and a focus on philanthropy, SMAs allow your clients to grow their financial resources while supporting the causes they hold dear.
Separately Managed Accounts
Bring greater investment strategy to your client's charitable goals
Assess your investment advisory fees to the account
Use your preferred custodian for investments
Allow your client's charitable dollars to grow while you retain AUM
Donor Advised Funds
Manages giving plans, investment options, and more
Enjoy one contribution receipt at tax time for efficient giving
Allow charitable dollars to grow tax-free
Maximize tax deductions with charitable cluster giving strategies
Assist your client with charitable giving strategies through their estate plan
Ensure your client's values are honored through our USCCB complaint Catholic screened portfolios
Endowments
Help your clients create a legacy of giving
Maintain AUM while your client receives charitable deductions
Assist your client with charitable giving strategies through their estate plan