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We understand that no single investment plan can meet every client’s needs. That’s why the Cleveland Foundation allows you and your client to choose the option that works best for you.
When you create a fund with the Cleveland Foundation, you can choose to invest it in the following ways:
See the foundation’s most recent financial update.
Access valuable information in our Advisor Tool Kit
View donor profiles and case studies
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Caprice Bragg and Terri Eason discuss the process and importance of planned charitable giving in this Cleveland Foundation podcast.
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Review all foundation podcasts