Maintain your client’s charitable investments and utilize NCCF’s philanthropic services.
NCCF’s Charitable Investment Partners Program (“ChIPP”) is a custom investment option for your client who wishes to continue utilizing your investment services while partnering with NCCF on charitable giving and philanthropic expertise. If you have a client or group of clients with $1 million or more to direct towards charitable purposes, you are eligible to participate in ChIPP.
Customized, personalized philanthropy for your clients, their family or their business
Continued support and management of the fund by you, their trusted financial advisor
Philanthropic planning and guidance from NCCF advisors, helping your clients develop their mission, involve their family, and build a meaningful legacy
Freedom for your client 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 client’s intentions as we have for over 30 years
Through ChIPP, wealth advisors continue to manage your client’s charitable assets in alignment with NCCF’s Investment Policy Statement and asset allocation, subject to NCCF’s oversight. Achievement of our investment objective requires a moderate level of risk, a long-term investment horizon and asset diversification.
NCCF Investment Objective
To preserve the fund principal over an indefinite time horizon through long-term investment opportunities, while providing an average return that covers a 5% annual distribution, average 1% NCCF support fee, and inflation.
Asset Allocation
Achievement of our investment objective requires a moderate level of risk, a long-term investment horizon and asset diversification. All long-term investment pools and managers abide by the following asset allocation:
Target
Allowable Range
Domestic Equity
36%
16% - 75%
International Equity
24%
16% - 45%
Fixed Income
20%
12% - 35%
Real Assets
10%
0 - 20%
Diversified Strategies
10%
0 - 20%
To learn more about ChIPP, please contact Kathryn Holding, Vice President of Philanthropic Services, at kholding@nccommunityfoundation.org.
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If you have a client or group of clients with $1 million or more to direct towards charitable purposes, you are eligible to participate in ChIPP.<\/p>","excerpt":"","media":0,"custom":{"blocks":{"blocks":[{"fieldset":"8d2e0895df77444baf2690fb407972d5","fieldset_slug":"_button_block","button1_text":"CHIPP for Wealth Advisors (PDF)","button1_link":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/ChIPP--For-Wealth-Advisors--July-2023.pdf","button2_text":"CHIPP Program Overview (PDF)","button2_link":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/ChIPP-Overview-March-2022.pdf","button3_text":"","button3_link":""},{"fieldset":"a1041e85dce54bfbb06baef3e3e70cb2","fieldset_slug":"_checklist","title":"Benefits for your Clients","list_items":"Customized, personalized philanthropy for your clients, their family or their business \r\nContinued support and management of the fund by you, their trusted financial advisor\r\nPhilanthropic planning and guidance from NCCF advisors, helping your clients develop their mission, involve their family, and build a meaningful legacy\r\nFreedom for your client to focus on grantmaking, because NCCF takes care of the compliance, due diligence, IRS filings, audits and reports \r\nAssurance that NCCF will be around for generations to come, protecting your client\u2019s intentions as we have for over 30 years","gray_background":"Yes","button_text":"ChIPP for Donors","button_url":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/ChIPP--For-Donors--July-2023.pdf"},{"fieldset":"fd39717673c942dfb102a174d17a8b99","fieldset_slug":"_wysiwyg","text":"<h2>NCCF Investment Policy Statement<\/h2>\r\n<p>Through ChIPP, wealth advisors continue to manage your client’s charitable assets in alignment with NCCF’s <a href=\"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/CURRENT-IPS-Revised-March-2022.pdf\">Investment Policy Statement <\/a>and asset allocation, subject to NCCF’s oversight. 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All long-term investment pools and managers abide by the following asset allocation:<\/p>","column_2":"<table>\r\n<thead>\r\n<tr>\r\n<th> <\/th>\r\n<th>Target<\/th>\r\n<th>Allowable Range<\/th>\r\n<\/tr>\r\n<\/thead>\r\n<tbody>\r\n<tr>\r\n<th>Domestic Equity<\/th>\r\n<td data-title=\"Target\">36%<\/td>\r\n<td data-title=\"Allowable Range\">16% - 75%<\/td>\r\n<\/tr>\r\n<tr>\r\n<th>International Equity<\/th>\r\n<td data-title=\"Target\">24%<\/td>\r\n<td data-title=\"Allowable Range\">16% - 45%<\/td>\r\n<\/tr>\r\n<tr>\r\n<th>Fixed Income<\/th>\r\n<td data-title=\"Target\">20%<\/td>\r\n<td data-title=\"Allowable Range\">12% - 35%<\/td>\r\n<\/tr>\r\n<tr>\r\n<th>Real Assets<\/th>\r\n<td data-title=\"Target\">10%<\/td>\r\n<td data-title=\"Allowable Range\">0 - 20%<\/td>\r\n<\/tr>\r\n<tr>\r\n<th>Diversified Strategies<\/th>\r\n<td data-title=\"Target\">10%<\/td>\r\n<td data-title=\"Allowable Range\">0 - 20%<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>"},{"fieldset":"319fa2ab33b04f0d8fcad64553fb94d6","fieldset_slug":"_footnote","content":"<p class=\"p1\">To learn more about ChIPP, please contact Kathryn Holding, Vice President of Philanthropic Services, at <a href=\"mailto:kholding@nccommunityfoundation.org\">kholding@nccommunityfoundation.org<\/a>.<\/p>"}]},"masthead":{"title":"Charitable Investment Partners Program","counties":"","affiliate_logo":"","sub_text":"","background_image":"","caption":""},"latest_blog":{"post":""},"social_sharing":{"share_image":""},"the_latest":{"show_latest_posts_by":""}},"inMenu":true,"publishedAt":1632340938,"orderChildrenBy":"ordinal","enableComments":false,"permission":"read","visibleTo":"Everyone","id":"64b32aa997cd4b96bc2f86a0af5d43c0","parent":"2b2b706b4cc9410cb130d40ae9ca32e7","node":112186,"created":1632340939,"modified":1705504658,"fresh":1,"type":"page","children":{},"relations":{}}