How We Invest Your Client’s Gifts

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:

• In the Cleveland Foundation Pool
• With a firm or bank 
• In indexed mutual funds
• With an individual investment advisor

See the foundation’s most recent financial update.