What is a Nonprofit Investment Fund?
A Nonprofit Investment Fund is invested with the Foundation’s assets and benefits from the Foundation’s investment and development expertise. However, the assets are owned by the nonprofit (not the Foundation). The Foundation invests and manages the fund and may provide additional marketing and development services to the nonprofit organization.
How it Works
Benefits of a Nonprofit Investment Fund
Investments
Now & Legacy Fund Growth
With a NIF at the Foundation, your organization does not need to become an expert on investing, accepting complex gifts, or
promoting legacy gifts. The Foundation has the knowledge, resources, and infrastructure to support your fund growth goals.
Interested in a Nonprofit Investment Fund?
Fees & Minimums
Minimum to Open: $100,000
Annual Fee: 0.5% measured and paid as 0.125% quarterly
Why the Catholic Community Foundation?
The Foundation specializes in:
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- Catholic investing for the long-term. The Foundation is versed in investment strategies for endowment and long-term growth as well as Catholic investing guidelines. Read more about our investment strategy >>
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- Accepting complex gifts. The Foundation has the knowledge and experience to accommodate gifts such as cryptocurrency, real estate, retirement accounts, stock, life insurance, and more.
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- Fund growth and legacy giving. We are experts on growing funds and educating your supporters about planned giving. We can provide educational services for your staff and supporters, help you create a robust Legacy Society for your donors, and more.
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Optional Marketing & Development Support
The Foundation can help your organization promote current and legacy gifts.
Optional services include:
Supporting your fund growth goals. This may include organizing events and mailings to promote giving (now & legacy gifts), designing and distributing marketing materials, and other services.
Supporting your legacy gift goals. This may include helping you start or grow current legacy planning activities such as events, mailings, and marketing materials. We can help you start or grow a legacy society for your donors.
Fee: Greater of 0.5% of the annual fund balance or $10,000