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.
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.
Get in touch with a wealth professional
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.
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:
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.
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 tips for purposeful charitable giving
Explore how these charitable giving strategies can help you maximize your impact and tax savings.
Adding structure to your charitable giving strategy and thinking long term can create better outcomes for both you and the organizations you support.
Hank Dunbar
Senior Vice President | Philanthropic and Charitable Strategist
