Partner for Montana's Future
Fulfill your clients' charitable goals and maintain investment advisory capacity.
Through Montana Community Foundation’s Partner for Montana’s Future (PMF)
program, we offer you ways to remain involved in your client’s charitable wishes and
maintain investment advisory capacity over the assets. If you have clients who are
philanthropically minded, our PMF program is a great way for you to help ensure
their charitable goals are met while retaining those assets in your investment portfolio.
The general guidelines for the PMF program include:
- A $50,000 investment minimum per donor (newly established funds only)
- Funds from $50,000 to $1,000,000 allow for investment in a prescreened selection of mutual funds
- Funds great than $1,000,000 allow for investment in a portfolio actively managed by the advisor within MCF Investment Policy guidelines
- MCF management fee of 0.25%
Becoming a third-party manager in the PMF program is simple: