Charitable Investment Partners Program | North Carolina Community Foundation

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

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 since 1988

Your recommended financial advisor must:

Be independent of you
Provide required information to and meet with the NCCF Finance team to discuss a potential contractual 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.