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
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.