Can I manage the investments in my own fund or a family member’s fund?

You can manage the investments of a donor-advised fund in a financial advisor managed account as long as:

• You do not contribute to the donor-advised fund.
• You are not a fund advisor or successor advisor on the donor-advised fund.
• You are not a family member of a donor, fund advisor or successor advisor for the donor-advised fund. Family members are defined as that person’s spouse, ancestors, children, grandchildren, great-grandchildren, siblings and the spouses of children, grandchildren, great-grandchildren and siblings.
• The persons listed above do not own or control more than 35% of your investment management firm.