Kristen Mihaljevic, CGPP, CAP®
Director of Development
984-370-6939
Charitable Investment Partners Program
Maintain your client’s charitable investments and utilize NCCF’s philanthropic services.
NCCF’s Charitable Investment Partners Program is a custom investment option for your clients who wish to continue using 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 since 1988
NCCF Investment Policy and Objectives
Through ChIPP, wealth advisors continue to manage your client’s charitable assets in alignment with NCCF’s Investment Policy Statement and asset allocation ranges, subject to NCCF’s oversight.
The primary investment objective is to preserve and protect historical endowment contributions indefinitely, while providing an average return that covers an annual grant or scholarship distribution, fund operating costs and inflation.
Asset allocation strategies and ranges
The asset allocation should provide an expected total return that balances the investment objectives of the foundation, maintains a long-term investment horizon, and avoids undue risk concentrations in any single asset class or category. This reduces risk at the overall portfolio level.
Learn more about ChIPP
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