Nonprofit Investment Fund

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

diagram - how the nonprofit investment fund works

Benefits of a Nonprofit Investment Fund

Investments

Now & Legacy Fund Growth

A Nonprofit Investment Fund (NIF) gives your organization access to the Foundation’s sophisticated investment managers and provides your organization the benefits normally reserved for larger funds – such as a diverse investment portfolio, expert managers, and low investment fees.

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?

Let’s start the conversation!
team meeting

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:

      • 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.
      • 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.
two people looking at notes

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

Interested in a Nonprofit Investment Fund?

Let’s start the conversation!
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