General

National Charitable Endowment is an independent, section 501(c)3 public charity that administers donor-advised funds. National Charitable Endowment was organized and operates exclusively for charitable purposes. National Charitable Endowment has an independent Board of Directors (“the Board”) who advise and provide oversight to management. National Charitable Endowment reserves the right to modify our programs and/or terms and conditions at any time. National Charitable Endowment account holders may make irrevocable contributions, recommend grants, and make recommendations with respect to the investment of assets held in their respective donor-advised funds. An account holder may be an individual, corporation or other business entity, trust, or other approved organization.

Contributions

National Charitable Endowment accepts contributions consisting of, but not limited to, cash and cash equivalents, publicly traded securities, privately held business interests, complex/illiquid assets, and crypto assets. The charity may also consider the acceptance of “passion assets” (e.g., artwork, collectibles) or real property on a case-by-case basis. All contributions are subject to review and approval by the Board’s Oversight Committee, and once accepted are irrevocable.

Grants

Account holders may recommend grants to eligible grant recipients, including section 501(c)3 public charities, qualified religious institutions, eligible private operating foundations, and certain governmental units as described in Section 170(c)1 of the code. National Charitable Endowment is politically neutral, not affiliated with any religious institution, and seeks to approve all grants which are compliant with all relevant laws and regulations. National Charitable Endowment does not rely on or utilize any third party non-governmental organization to determine the eligibility of a non-profit to receive grant funds.

Investments

National Charitable Endowment’s platform offers industry leading flexibility with respect to our account holder’s investment options. The charity does not maintain fixed, restrictive investment guidelines at the individual account level, and our goal is to offer donors and/or their advisors maximum flexibility to pursue investment strategies that best suit their philanthropic goals. Permissible investments may include, but are not limited to, investing fund assets in cash or cash equivalents, publicly traded securities, cryptocurrencies, private business interests, and alternative investments. National Charitable Endowment reserves the right to refuse investment recommendations on a case-by-case basis.

Fees and Expenses

National Charitable Endowment offers an extensive suite of services using best in class providers while offering some of the most competitive pricing in the industry. There is no minimum initial contribution to establish a donor-advised fund with National Charitable Endowment. Once established, accounts are assessed an annual administrative fee consisting of a blended rate calculated using a tiered fee structure based on total assets. Our tiered fee schedule starts at 65 basis points and declines to10 basis points or is a flat $295, depending on size. The charity additionally offers pricing discounts for financial advisors based on the total on-platform assets of their collective clients. Please contact us at 203-303-7722 or via donorcare@natcharitable.org for a copy of our full fee schedule.