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

Philanthropic and Charitable

Things to Know When Considering an Endowment

If you're considering an endowment for your charitable organization, here are some answers to common questions to help you get started.
Establishing an endowment is a considerable commitment that can have a lasting impact on nonprofits and the generous donors who support them.
Archive

Fiduciary Duties Nonprofit Boards Should Know

First Citizens Manager of Philanthropic and Charitable Services Hank Dunbar and Brooks Pierce Partner Bob Saunders, discuss fiduciary duties for nonprofit boards.
Philanthropic and Charitable

5 Ways to Be More Intentional With Charitable Giving

Give to charities with purpose and intention this year using these five strategies.
In addition to supporting worthy organizations, making charitable contributions may also provide significant tax benefits.

Hank Dunbar

Charitable & Philanthropic Services Manager

Read More Insights

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