Charitable Investment Partners Program

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.

Benefits for Your Clients

  • 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

NCCF Investment Policy Statement

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:

 TARGETALLOWABLE RANGE
Domestic Equity36%16% – 75%
International Equity24%16% – 45%
Fixed Income20%12% – 35%
Real Assets10%0 – 20%
Diversified Strategies10%0 – 20%
To learn more about ChIPP, please contact Kathryn Holding, Vice President of Philanthropic Services.
Connect with Kathryn