Flexible Plan Investments' FPI Charitable offers investors a risk-managed, tax-smart way to give

Flexible Plan Investments, Ltd.
BLOOMFIELD HILLS, Mich. - Michimich -- Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions for the separately managed account business, announced the launch of its donor-advised fund program, FPI Charitable. The program is sponsored by National Charitable Endowment (NCE), a 501(c)(3) charity established to support donor-advised fund accounts.

FPI Charitable program offers investors a risk-managed, tax-smart way to support their favorite charitable causes. Investors make contributions into an account with the sponsoring organization, NCE. Once the account is funded, NCE owns and legally controls its assets, which allows the investor to take a deduction for the full value in the initial year. The investor determines how the assets are invested and distributed. The minimum account size is $50,000. Administrative fees are based on account size and start at just 25 basis points, subject to an annual minimum fee.

FPI can continue to manage the account after the contribution, helping to maximize the tax-free growth of the charitable account while seeking to mitigate downside risk. FPI Charitable offers investors access to a variety of FPI QFC investment strategies. FPI's QFC strategies provide multiple layers of dynamic risk management; seek to take advantage of opportunities that arise in different market environments; and provide diversification among asset classes, investment methodologies, and time horizons. There will be no separate billing for FPI's strategy fees. They will be absorbed by the fund credits from the funds' subadvisory fees, regardless of the size of the account. Only the fee of the investor's financial adviser will be deducted from the account by FPI.

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After the FPI Charitable account is created, the investor has no administrative responsibilities. NCE conducts the due diligence, communicates with the investor-designated charities, sends grants, and provides grantee reports to the investor. The grants to the charity can be anonymous or in the name the investor chooses for the account.

"In many ways, having an FPI Charitable account is like being in charge of a foundation, but so much simpler. With no legal and administrative hassles, no large initial donation, and tax advantages surpassing a foundation, it allows the average investor to make a deductible charitable contribution this year and create a legacy of giving, allowing the investor to contribute from the account to charities of the investor's choice over the years to come," says Jerry Wagner, president and founder of Flexible Plan Investments.

To learn more, visit https://flexibleplan.com/our-solutions/donor-advised-funds.

About Flexible Plan Investments Ltd.:
Established in 1981, Flexible Plan Investments Ltd. invests over $1.5 billion in assets for clients in its separately managed account business (as of 3/31/2023). FPI is dedicated to preserving and growing wealth through dynamic risk management. FPI is a turnkey asset management program (TAMP), which means advisers can access and combine many risk-managed strategies within a single account. FPI's fee-based separately managed accounts can provide diversified portfolios of actively managed strategies within equity, debt and alternative asset classes on an array of different platforms. FPI also offers an OnTarget Investing tool to help set realistic, custom benchmarks for clients and regularly measure progress. For more information, visit www.flexibleplan.com.

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Melissa Karas

Source: Flexible Plan Investments, Ltd.

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