Nonprofits are all about making a difference. But it takes more than a mission and hard work to run an organization. You also need effective financial management.
At First Citizens, we have deep experience in helping nonprofits bring fiscal discipline to their organizations: Helping them manage investments, establish sound administrative practices, communicate with key stakeholders and more. These services allow our clients to spend less of their time managing money and more of it focused on delivering against their mission.
Our philanthropic team can work with you to create financial plans that fit your one-of-kind needs. Size, mission, board requirements, in-house expertise: These are all elements we take into account when creating your financial strategy. We bring broad institutional knowledge that can help you make more effective financial decisions and build a greater understanding throughout your organization of the relationship between mission and money.
We bring a conflict-free approach to investment management that helps your board meet its fiduciary responsibility. You'll have access to a complete range of investment alternatives and strategies to help meet the specific needs and objectives of your organization.
We understand the responsibilities you face as they relate to the administration and recordkeeping requirements of your organization. We leverage our expertise and resources to facilitate effective processes and procedures.
Today's environment calls for organizations to understand the myriad regulatory issues they confront. We educate board members and staff on current issues and trends in the philanthropic community and offer comprehensive seminars on key topics.
As organizations mature, they face a growing need to develop or revisit policies necessary for their continued growth and service to their community. We assist our clients with the development of policies to cover investments, endowment, gift acceptance and spending.
We offer donor education services to staffs, boards and giving publics on various giving strategies and methods for obtaining additional resources for your organization.
First Citizens Wealth Management is a joint marketing mark of First Citizens Bank & Trust Company ("First Citizens Bank"), Member FDIC; First Citizens Investor Services, Inc., Member FINRA, Opens in a new tab/SIPC, Opens in a new tab, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Bank deposit products are offered by First Citizens Bank, Member FDIC.
Investments in securities, annuities and insurance are not insured by the FDIC or any federal government agency; may lose value; 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 is no guarantee of future results. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. Member FINRA, Opens in a new tab/SIPC, Opens in a new tab. First Citizens Asset Management, Inc. provides investment advisory services.