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.
Together, we can help your clients experience the fulfillment and joy of strategic charitable giving.
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.
Donors are part of a community of giving and have opportunities to collaborate with other donors who share similar interests.
Fees at Central Carolina Community Foundation are reinvested in the Midlands, strengthening nonprofits and increasing philanthropy in our 11-county region.
The Community Foundation meets with nonprofits regularly and understands local needs and opportunities.
Why do professional advisors partner with Central Carolina Community Foundation?
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.
Does Central Carolina Community Foundation work alongside a client’s existing professional advisor team?
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.
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
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.