Philanthropic Financial Management

We'll manage your money while you make a difference

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 nonprofit financial management.

We have deep experience bringing fiscal solutions to nonprofit 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 a financial strategy that fits your one-of-a-kind needs. Our broad institutional knowledge can help to make more effective financial decisions and build a greater understanding throughout your organization of the relationship between mission and money.

Investment Services

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 nonprofit organization.

Board Governance

Today's environment calls for organizations to understand the myriad of 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 important to you. 

Policy Development

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 clients with the development of policies to cover investments, endowment, gift acceptance and spending.


We understand the responsibilities you face as they relate to the administration and recordkeeping requirements of your nonprofit organization. We leverage our expertise and resources to facilitate effective processes and procedures.

Donor Education

We help your staff, boards and other affiliates become more confident through our donor education services. We help by providing several methods for obtaining additional philanthropic resources for your organization.

Make time to do more with your money and mission

Asset Management

Simplify your financial life

Our asset management solutions are customized for you and designed to streamline your financials.
Investment Management

Build an investment plan that lasts

We keep an eye on your long-term goals and avoid trends that come and go.

No results found

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.

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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