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.

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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