Charitable Investment Partners Program (ChIPP)

Through a custom investment option - the Charitable Investment Partners Program (ChIPP) - you may recommend your own trusted investment advisor to manage the charitable assets making up your fund.

Who may use ChIPP?

  • Donors starting a fund or who have an existing charitable fund at NCCF with at least $1 million
  • Those who want their preferred financial advisor to manage charitable assets
  • Those who desire the benefits of a private foundation with more privacy and fewer administrative burdens
  • Those who seek greater breadth and depth of services and expertise to increase the efficiency and impact of their philanthropy

Benefits of ChIPP

  • Customized, personalized philanthropy for you, your family or company
  • Continued support and management of your personal financial advisor
  • Philanthropic planning and guidance from NCCF advisors, helping you develop your mission, involve your family, and build a meaningful legacy
  • Freedom to focus on grantmaking, because NCCF takes care of the compliance, due diligence, IRS filings, audits and reports
  • Assurance that NCCF will be around for generations to come, protecting your intentions as we have for nearly 35 years
Learn More

Donor Considerations

Your recommended financial advisor must:

  • Be independent of you
  • Provide required information to and meet with the NCCF Finance team to discuss a potential relationship
  • Commit to abide by NCCF’s current Investment Policy Statement and asset allocation, as well as regular communication and reporting to NCCF, and reasonable investment fees.

Learn more about ChIPP

Contact Kathryn Holding, Vice President of Development & Donor Engagement.

Email
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