Does your nonprofit or church have savings to invest but lack professional resources?
Community West Foundation offers an investment program to help nonprofits maximize their impact with expert management and donor gift processing. A minimum of $250,000 in assets is required to open an Agency Fund.
Fund Management Benefits
- Reduced advisor fees
- Lower investment fees
- No administrative fees
Nonprofits, churches, and private foundations can access professional investment management at a lower cost. Funds are pooled for better rates while avoiding administrative fees from Community West.
Operational Support
- Quarterly portfolio reports
- Simple distribution requests
- Payments processed within three business days
- Ongoing acceptance of additional funds
Flexible Donation Processing
- Community West can receive, process, and acknowledge donations on your behalf.
- You can manage your own donations and send deposits to Community West.
- Planned giving support is also available.
For Additional Information
Contact Dan Roth, VicePresident & CFO at 440.360.7357 or via email.