Charitable Organization Funds

Partner with CICF to manage and grow your organization’s endowment fund. We handle the financial stewardship so you can stay focused on your mission. With access to expert investment management, personalized support, and strategic guidance, your organization can build financial sustainability for the future while deepening its impact today.

225+ Charitable org funds held at CICF
$99.9 M Charitable org fund assets held at CICF

More than 200 charitable organizations have asked CICF to help them create, manage, and invest their not-for-profit endowment funds. This allows your organization to concentrate on its charitable mission while relying on our expertise in long-term investment and fund management. Having a nonprofit endowment at CICF means having a partner who can help you do the following:

  • Take advantage of our centralized investment pool, which consistently performs well above the average for other nonprofits and foundations (per the Commonfund Institute, Chronicle of Philanthropy, and Council on Foundations). All with low administrative costs.
  • Transfer your board-designated or donor-designated fund to CICF so you can take advantage of our historic earnings and growth of funds.
  • Provide free help with planned giving and planned gift administration.
  • Enhance your investment buying power by including your endowment funds in a diversified, long-term investment pool with over $500 million in assets.
  • Provide CICF staff consulting for asset growth strategies or other development issues.
  • Provide planned giving advice and staffing as needed, whether for starting a planned giving program, working with your staff or board, or meeting with donors to strategize options for making a gift to your organization.
  • Host seminars and workshops designed to help your staff understand endowment funds.

Explore Nonprofit Insights from our Expert Staff

June 30, 2025
A Practical Guide to Fundraising for Nonprofit Professionals
...So, if the thought of fundraising is enough to keep you up at night, read on. It’s not nearly as scary as you think, and it’s probably your safest bet when it comes to sustainable funding.
May 25, 2025
Sharing Your Nonprofit’s Social & Economic Impact
Many times, nonprofits highlight the most heartwarming stories to showcase the passion and generosity that our sector thrives on. While that will always be a crucial story, more of us need to extend the conversation.
April 3, 2025
Navigating the Nonprofit Legal Landscape of 2025
From the foundation perspective, CICF is expressing to lawmakers that donors and foundations should be free to give to causes they care about without concerns of reprisal or retaliation. Through this commitment, we remain devoted to a more broadly prosperous Central Indiana. In the meantime, entities who directly serve the most vulnerable in our community need to know how best they can endure an era of uncertainty.
March 2, 2025
Nonprofit Finance in Uncertain Times
Before looking at several tips to stabilize your nonprofit finances, let’s address the obvious. In the wake of the federal grant freeze and subsequent legal back-and-forth, an alarming level of uncertainty has entered the nonprofit sector. The Urban Institute recently created a map quantifying the risk level to nonprofits posed by the freeze. While it provides a critical level of awareness, it’s hardly comforting.
September 19, 2024
Endowments Demystified: How a $25,000 Investment Can Help Secure Your Not-for-Profit’s Future
For many of us, the word “endowment” can feel intimidating. It conjures up images of billion-dollar family foundations or Ivy League universities, entities that seem to exist in another dimension from our own. In reality, an endowment is far more accessible – and versatile – than many realize.
June 25, 2024
Unlocking the Hidden Value of Complex Asset Donations
As a not-for-profit, your strengths are typically in human services, public advocacy, volunteer coordination, and traditional fundraising. Liquidating a rare 1994 Alex Rodriguez rookie card for maximum value (up to $40,000) may not be in your wheelhouse. Welcome to the world of complex asset donation, an increasingly popular and effective form of philanthropy!
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Planned Giving Cohort for Charitable Org Fundholders

Charitable org fundholders at CICF are invited to apply to participate in the annual Stronger Partners Brighter Futures planned giving program.

As one member of a recent Stronger Partners, Brighter Futures cohort said: “This cohort has really helped to make planned giving a priority for us, and it has given us the tools to make successful asks.”

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