Charitable Advising Services

Philanthropic advising services to support your organization

Helping your organization grow its mission

Our Charitable Solutions Group has a deep understanding of the inner workings of nonprofits. Leveraging the team's extensive experience, we'll help you create administrative and investment programs that fit your organization's specific needs. With a holistic view of your nonprofit, we provide solutions that reach far beyond asset management.

Philanthropic Advising Services at a Glance

Taking a holistic approach to advance your mission

We believe offering a comprehensive service approach allows for greater financial viability so you can focus on your mission.

  • Investment services
  • Administration
  • Policy development
  • Board governance
  • Donor education
  • Fundraising strategy

A closer look at charitable advising services

Our Charitable Solutions Group can build and implement your nonprofit's plan using a mix of philanthropic advising services.

Investment services

  • Various investment alternatives and strategies
  • Customized investment needs
  • Fiduciary responsibility alignment

Administration

  • Recordkeeping and fund accounting requirements
  • Spending calculations
  • Scholarship administration services

Policy development

  • Endowment and gift acceptance policy development
  • Investment and spending policy development
  • Bylaw reviews

Board governance

  • Board training on fiduciary and fundraising responsibilities
  • Guidance on board development and recruitment
  • Tax and regulatory update notifications

Donor education

  • Donor education on giving strategies and vehicles
  • Assistance for one-on-one conversations with donors and organizations
  • Comprehensive seminar facilitation on key topics

Fundraising strategy

  • Support for annual, endowment and capital campaign planning
  • Board and staff training on donor cultivation and requests
  • Grant writing and fund development planning assistance
Charitable Advising Services FAQ

People often ask us

At First Citizens, our Charitable Solutions Group helps donors maximize their philanthropic impact. Whether you have an existing family foundation, want to establish a private foundation or endowment or hope to open a donor-advised fund to meet your charitable priorities, we can guide you through every aspect of the giving process and help you develop a strategy that meets your charitable goals.

We work exclusively with 501(c)(3) organizations, including public and private educational institutions, independent schools, healthcare organizations, cultural and historical groups, environmental advocacy organizations and grant-making organizations like community foundations. We also work with private foundations and their principals to efficiently build their philanthropic programs.

Insights

Financial insights for your business

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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.

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