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Professional Advisors

Strategic Giving Support, Backed by Local Expertise

We are a neutral counsel in philanthropy, connected to the Midlands, with deep knowledge of the communities we serve. We work alongside you as your charitable partner, enhancing your clients’ giving strategies while you remain their trusted advisor.

Talk With Our Team to See How We Can Partner

You know your clients. We know philanthropy.

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

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 needs and desires.

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

Fees at Central Carolina Community Foundation are reinvested in the Midlands, strengthening nonprofits and increasing philanthropy in our 11-county region.

Strategic Grantmaking and Local Nonprofit Expertise

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

FAQs

Our team helps professional advisors provide customized charitable solutions for their clients. By partnering with Central Carolina Community Foundation, advisors gain access to philanthropic expertise, charitable giving strategies, and local community knowledge that can help clients achieve their philanthropic goals.

Absolutely! We view ourselves as a complement to a client’s attorney, accountant, financial advisor, and/or trust office. We work collaboratively with a client’s professional advisor team to help them achieve their philanthropic goals.

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.

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.

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

Get in Touch

We welcome the opportunity to connect with advisors who share our commitment to serving the community. Call us at 803-254-5601 or email advancement@yourfoundation.org.

Contact Us 

Founded in 1984, Central Carolina Community Foundation connects and mobilizes people and resources to strengthen our community. We partner with donors to support nonprofits, equip students, advance collaborative solutions, and inspire giving across the Midlands and beyond.