Charitable Organization Funds
More than 150 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 not-for-profit 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 not-for-profits 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.
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.
