Medallion Investment Partners Program

CFAAC recognizes that the pooling of invested assets reduces administrative and investment-related expenses, allowing more money to go towards benefiting the social sector. A donor may wish to recommend that their contributed assets be invested outside of our pooled investments. For this reason, we have established certain guidelines for situations when a donor wishes to recommend a specific investment manager or management firm (Donor-Directed Advisor) to hold his or her donated assets.

The Medallion Investment Partners Program gives donors an opportunity to establish Donor Advised Funds (DAF) at CFAAC, while having a qualified advisor of their choosing continue to manage the assets and receive investment management fees. Medallion status is awarded to investment advisors/firms that pass an annual due diligence review undertaken by CFAAC's Asset Management Committee. Medallion funds are separately managed, non-aggregated funds that receive their own investment return. CFAAC may charge a modest additional annual fee to the DAF for this service in addition to management fees charged to cover the cost of administering the fund’s grantmaking.