Nonprofit Funds

TCF is committed to strengthening and serving the nonprofit community in the Triangle. One major way we do this is through nonprofit agency funds that help ensure the future of your organization and its ability to continue meeting the needs of current and future generations.

We manage assets and reserves in more than 140 agency or designated funds. Ensure your financial stability without the administrative and investment responsibilities that can slow you down and consume valuable resources. You can choose to create an endowed or nonendowed fund depending on your organization’s goals.

Benefits and Services for Agency Funds

Technical assistance and personal attention from our staff. We help with fiscal management, resource planning, and board development.

Recognition as a nonprofit partner on our website and other Foundation materials.

Access your fund information 24/7 through our easy and secure online portal.

Accept gifts of real estate through The TCF Real Estate Foundation.

Build an endowment with planned gifts facilitated by TCF. Your donors make a deferred gift to TCF and create a designated fund to benefit your nonprofit in perpetuity. Receive 5% of the value of the fund each year.

Accept other complex gifts like closely held stock on behalf of your nonprofit.

Advantages of an Agency Fund

Low investment costs due to the size of our investment portfolio.

Oversight. It is our fiduciary duty to ensure prudent investment of your assets. Investment activity is overseen by an investment committee, our consultant and staff with deep experience.

Transparency. Statements, investment holdings, performance and total costs are reported quarterly. Fund information is available online anytime.

Access to quality investment managers and alternative investments only available to accredited investors with sizable assets.

Diversification among investment portfolios across a broad range of classes and strategies that can only be accomplished with size.

Agency funds require an initial, irrevocable gift of at least $10,000. For a nonprofit looking to build upon its success, teaming up with the Foundation can bring a much-needed boost. To learn how establishing a fund would benefit your organization, please call us today.