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Individually Managed Charitable Accounts

We are your partner in charitable giving strategies.

The Individually Managed Charitable Accounts (IMCA) Program is tailored for fundholders who prefer a customized approach to their investments. It’s a win-win for both fundholders and their professional advisors: fundholders support the causes they care about, while their advisor provides investment services for their charitable fund. Together, the fundholder and their advisor will benefit from a knowledgeable team of professionals dedicated to helping to streamline and enhance their philanthropic efforts. This collaborative approach empowers fundholders to be organized and effective in making a meaningful impact through giving.

Individually Managed Charitable Accounts

We are your partner in charitable giving strategies.

The Individually Managed Charitable Accounts (IMCA) Program is tailored for fundholders who prefer a customized approach to their investments. It’s a win-win for both fundholders and their professional advisors: fundholders support the causes they care about, while their advisor provides investment services for their charitable fund. Together, the fundholder and their advisor will benefit from a knowledgeable team of professionals dedicated to helping to streamline and enhance their philanthropic efforts. This collaborative approach empowers fundholders to be organized and effective in making a meaningful impact through giving.

Benefits of an Individually Managed Charitable Account

  • A customized investment portfolio created to support philanthropic giving goals.
  • A way to grow the assets within the  charitable fund, tax free.
  • A collaborative relationship between the Community Foundation and our fundholders’ trusted investment advisor ensures charitable intentions are upheld now and in the future, including in estate plans.

How Does It Work?

  1. The Community Foundation begins its process by conducting due diligence on new investment accounts, which includes adhering to our investment policy.
  2. Once the account is approved, a new corporate account is established with the investment firm.
  3. A charitable fund can then be opened in 20 minutes and is immediately ready to receive charitable donations.
  4. Finally, charitable assets within the fund are transferred to the investment firm for management.
Learn more about Individually Managed Charitable Accounts.
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COMMUNITY FOUNDATION TAMPA BAY IS A PUBLIC CHARITY RECOGNIZED AS A TAX EXEMPT ORGANIZATION BY THE IRS UNDER SECTION 501(C)(3). COMMUNITY FOUNDATION TAMPA BAY MEETS ALL REQUIREMENTS SPECIFIED BY THE FLORIDA SOLICITATION OF CONTRIBUTIONS ACT. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE (800-435-7352) WITHIN THE STATE OR VIA THE INTERNET AT https://www.fdacs.gov/Divisions-Offices/Consumer-Services. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. THE FOUNDATION’S STATE REGISTRATION NUMBER IS CH793.