How FPI Charitable works

Like a private foundation—without the hassle

Donor-advised funds provide flexibility in charitable planning. Clients can focus on the financial-planning aspects of charitable giving today—such as timing a tax deduction—while retaining the ability to recommend grants to charities over time. In the meantime, assets contributed to FPI Charitable can remain invested, allowing charitable funds to potentially grow and increase the long-term impact of giving.

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Invest

Clients contribute assets to the donor-advised fund and are generally eligible for an immediate tax deduction. Contributions can include:

  • Cash
  • Appreciated securities
  • Cryptocurrency
  • Private company stock
  • Interests in general and limited partnerships
  • Limited liability companies
  • Management company interests
  • Carried interest
  • Royalty rights
  • Real estate
  • Other liquid assets
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Grow

Assets in the donor-advised fund remain invested using Flexible Plan Investments’ dynamically risk-managed strategies, allowing charitable assets to remain invested before grants are made and potentially grow over time.

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Give

Clients recommend grants to IRS-qualified charities when they are ready to support specific causes. National Charitable Endowment, the sponsoring charity, handles grant administration, compliance, and reporting.

Open an FPI charitable account → Schedule a consultation →

What makes FPI Charitable different

FPI Charitable combines donor-advised fund flexibility with professional investment management.

Compared with many donor-advised fund programs, FPI Charitable offers:

  • Lower administrative fees than similar programs at Fidelity, Charles Schwab, and Vanguard for accounts of $125,000 or more
  • No additional advisory fees from Flexible Plan Investments
  • Access to dynamically risk-managed investment strategies designed to help charitable assets grow over time, increasing the funds available for future grants

Planning opportunities with donor-advised funds

Charitable giving often comes up during key financial-planning decisions. Donor-advised funds can help advisers address philanthropic goals alongside tax strategies, portfolio positioning, and long-term wealth planning.

Donor-advised funds may create opportunities to:

  • Offset the tax impact of bonuses, business sales, or other windfalls
  • Donate appreciated securities while avoiding capital gains taxes
  • Maintain flexibility in the timing of charitable distributions
  • Support philanthropic goals while preserving investment discipline

Watch the donor-advised fund webinar →

Webinar on computer

Discover how donor-advised funds may fit within client conversations, how to open an account, investment options, fees and account minimums, and the role of National Charitable Endowment.

For additional information, including program materials and account forms, explore the resources section below.

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About National Charitable Endowment

FPI Charitable donor-advised funds are sponsored by National Charitable Endowment (NCE), an independent 501(c)(3) public charity that administers donor-advised fund programs.

NCE provides the administrative and compliance framework for the program, including grant administration, regulatory oversight, and donor reporting.

This structure allows advisers and their clients to focus on charitable planning and investment management while NCE manages the operational aspects of the donor-advised fund.

Resources for financial advisers

Access program information, forms, and supporting materials for the FPI Charitable donor-advised fund program.

Program information

Account forms

Additional information on National Charitable Endowment

Questions about FPI Charitable?

Our team can help you explore how donor-advised funds support your clients’ charitable and financial-planning goals.

Schedule a consultation →