The North Carolina Community Foundation recommends that donors choose the North Carolina Community Foundation Investment Fund as their investment vehicle. However, new and existing donors still have the option to recommend that their fund be invested with a specific investment manager from the following list who has a considerable relationship with the Foundation and typically has a local presence in communities across our state. Relationships with these firms have been established to encourage involvement in directing charitable giving to the Foundation.
- Edward Jones Trust Company
- First Citizens Bank
- Merrill Lynch
- Morgan Stanley
- Pax World Balanced Fund
- Raymond James Financial Services, Inc.
- Wells Fargo Bank, N.A.
These investment managers also adhere to the diversified moderate allocation, which may include real assets and diversifying strategies. These investments are maintained in fully liquid funds.