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

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

A Guide to Donor-Advised Funds

Learn how a donor-advised fund may be a tax-smart way for you to help maximize your charitable giving efforts.
A donor-advised fund is a charitable giving vehicle that allows individuals, families or businesses to make tax-deductible contributions to a sponsoring organization—typically a community foundation or nonprofit.

Hank Dunbar

Charitable & Philanthropic Services Manager

Archive

Fiduciary Responsibilities of Charitable Nonprofits

Fiduciary obligations require charitable nonprofit organizations to adhere to the highest ethical and legal standards.
A charitable nonprofit organization’s board of directors is subject to a multitude of federal and state regulations.

Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA and SIPC. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company. icon: sys-ehl

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