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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:


See the foundation’s most recent financial update.

 

Charitable IRA Rollover

The foundation’s Caprice Bragg talks about the charitable IRA rollover.

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