Investment Alliance

East Tennessee Foundation Investment Alliance Program

Professional advisors and East Tennessee Foundation working together for client and community

In 2003, the Foundation created the Investment Alliance Program for approved investment firms. The purpose of this program is to increase charitable giving in East Tennessee through a cooperative partnership between the Foundation and selected investment management firms.

Clients who wish to establish a charitable fund in excess of $250,000 are welcome to suggest to the Foundation's Investment Committee that the assets be managed by the investment firm or manager they prefer. The Foundation would then begin a formal business relationship with Investment Alliance partners. Investment advisor-client relationships remain intact, and Alliance partners are able to add the charitable giving flexibility of Foundation expertise to the list of services they can provide their clients.

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