OUR FUNDING SOLUTIONS

Julius Capital’s full-vision funding solutions integrate finance—the “Unified Credit Facility”—and philanthropy—the “10 Ways to Give”.

Our approach overcomes traditional non-profit funding constraints to ensure your organization receives a comprehensive range of borrowing and giving options.

FULL-VISION INTEGRATION OF FINANCE AND PHILANTHROPY

UNIFIED CREDIT FACILITY

This multi-purpose, evergreen credit facility—when coupled with the Julius Capital competitive request for proposal bid process—enables our borrower clients to:

Combine bank and public bond debt.

Establish bank draw capability.

Facilitate balance sheet philanthropy.

Receive credit for fundraising cashflow.

Obtain lowest cost of capital.

THE 10 WAYS TO GIVE

Blended Gifts that pay YOU during your lifetime

Blended Gifts that pay YOU and YOUR GIFT BENEFICIARY during your lifetime

Estate Gifts that make an impact AFTER your lifetime

Our Funding Solutions

SPOTLIGHT

The Re-Insured CGA

Improves upon traditional annuities by overcoming (1) longevity risk and (2) solvency risk while reducing administrative burdens on non-profit back offices

1.97% Fixed Rate Refinance

(1) Receive multiple proposals, (2) refinance previous covenants with borrower friendly terms, (3) built-in future giving capacity, and (4) lock-in 1.97% rate for 15 years

99-Year Ground Lease

A 99-year lease allows foundations to overcome the tension between preserving real estate assets, directing cash flows to current initiatives, and maintaining purchasing power into the future