Nonprofits

Solutions to support your mission

A partnership with a purpose

Effectively managing a charitable nonprofit is a complicated task. Board members and leaders must navigate a complex compliance landscape to ensure the organization continues to thrive and fulfill its mission. First Citizens Wealth is here to help strengthen your organization's framework through investment management, policy development and donor development and engagement.

Nonprofit Board Governance

Guidance today and tomorrow

We have decades of proven experience helping nonprofits fulfill compliance and fiduciary responsibilities, manage changing donor populations and think strategically about the future through our charitable advising services.

Donor relationships

We'll help you adapt to changes in your donor population and implement strategies to identify and engage potential donors at every level.

Board member support

We'll work with you to develop effective strategies for board member recruitment and onboarding, including training around fiduciary and fundraising responsibilities.

Compliance policy development

We'll leverage our years of experience navigating the compliance and risk landscape of charitable organizations to help you create procedures and strategies to avoid common pitfalls and reduce overall liability exposure.

Nonprofit Leadership Teams

Your leadership, our support

Whether leading a public charity or private foundation, nonprofit executive teams balance a unique set of responsibilities. Here's how we can help:

  • Policy development, including internal governance and investment policy
  • Cash management strategies for capital campaigns
  • Solutions for day-to-day administration
  • Grant writing and fund development assistance
  • Succession planning for organization leadership
  • Donor education and 1:1 conversation support
Individual Donors

Goals-based giving

Whether it's a one-time donation or contributions that span beyond your lifetime, your support enables nonprofits to pursue their mission. Our team can help you implement the right gifting strategy that meets your goals.

  • Family and multigenerational philanthropy
  • Tax-efficient strategies integrated with your financial plan
  • Expertise in effective giving vehicles
  • A comprehensive approach to private foundations based on your goals
Philanthropic and Charitable Insights

Insights for nonprofits and individual donors

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Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results. Asset allocation, dollar cost averaging and diversification do not guarantee a profit or protect against loss. There is no guarantee that a strategy will achieve its goal.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Equal Housing Lender; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck.