At First Citizens, we know you’ve worked hard to obtain resources to support your organization’s mission. Being a good steward of those resources is a serious responsibility; one that can affect your donors as well as those you serve.
It is our privilege to help you meet the responsibility of good stewardship. We understand the challenge you face: maintaining current operating and program budgets while ensuring you have sufficient resources well into the future. Our experienced investment professionals are skilled at working with nonprofit organizations to create the proper investment strategy for your specific situation. You also have access to our philanthropic advisors who, in partnership with you and our investment professionals, can help you develop a spending policy with the vision to address both present and future needs.
Your philanthropic team will help you navigate those things that are unique to your stewardship: gift acceptance practices and procedures; endowment structure and guidelines; endowment recordkeeping and reporting; regulatory compliance; planned giving strategies and education; and board education and development.
Our relationship with your organization starts with a thorough understanding of your needs. To help you successfully achieve your long-term mission, we offer a consultative approach that includes:
- Extensive philanthropic experience
- Knowledge of industry trends
- Service that emphasizes strength, security and stability
- Direct and local access to our team of experienced professionals
- Customized solutions for your organization’s mission
- A working partnership focused on your organization’s unique needs through a dedicated philanthropic team
- A disciplined investment management process that focuses on risk management and performance
First Citizens Wealth Management is a joint marketing mark of First Citizens Bank & Trust Company; First Citizens Investor Services, Inc., 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.
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. Brokerage and some investment advisory services are offered through First Citizens Investor Services, Inc. FINRA, Opens in a new tab/SIPC, Opens in a new tab. First Citizens Asset Management, Inc. provides investment advisory services.