Professional Advisors

You know your clients. We know philanthropy.

Together, we can help your clients experience the fulfillment and joy of strategic charitable giving.

Donor Advised Funds

Your clients can incorporate Donor Advised Funds into their estate planning through provisions in their wills, life insurance policies, or retirement assets. By naming their funds as beneficiaries, they can create sources of ongoing support for organizations meaningful to them.

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Concierge-Level Service

Donors have direct access to members of Central Carolina Community Foundation’s team who will administer grant making and create strategies to meet philanthropic

Opportunities to Connect

Donors are part of a community of giving and have opportunities to collaborate with other donors who share similar interests.

Fees are Reinvested in the Midlands

Unlike commercial donor advised funds where fees are distributed as dividends to shareholders, fees at Central Carolina Community Foundation are reinvested in our community to increase philanthropy in our 11-county region.

Strategic Grant making and Local Nonprofit Expertise

The Community Foundation meets with nonprofits regularly and understands local needs and opportunities.

FAQs

What type of assets can your clients use to establish donor advised funds?

Central Carolina Community Foundation accepts cash, stocks, bonds, mutual funds, life insurance, real estate, charitable bequests, charitable trusts, and retirement account assets. We stand ready to work with you and your clients to assist with assessing their charitable opportunities

Can my clients create donor advised funds through their estates?

Yes. Central Carolina Community Foundation recommends completing the donor advised fund paperwork and attaching copies with their estate plans so that there is no question as to the donors’ intent and the responsibility that Central Carolina Community Foundation accepts

Can my clients contribute to their donor advised funds from their IRAs?

At this time, federal regulations prohibit individuals from contributing to donor advised funds from their IRAs. However, donors can establish endowed designated funds or field of interest funds with Central Carolina Community Foundation as viable alternatives. Donors must select the beneficiaries of designated funds or areas of interest for field of interest funds when establishing the funds.

How does Central Carolina Community Foundation engage professional advisors?

At the Community Foundation, advisors are “part of the family.” We welcome participation to whatever degree you and your clients specify and work collaboratively with attorneys, accountants, family members, financial advisors, investment and wealth managers, and other trusted advisors. Most of the Foundation’s donors are referred to us by advisors, and we value greatly your insights and contributions.

Which organizations can my clients support?

As fund advisors to donor advised funds, your clients can recommend grants to any IRS-approved nonprofit, school, or faith-based organization. While our fundholders can make charitable investments across the United States, the Foundation’s unrestricted dollars are invested in the Midlands. Many nonprofits that serve internationally also have offices within the United States and are eligible to receive grants

Strategic Giving Support, Backed by Local Expertise