Center for Personal and Family Philanthropy

The needs of our clients are as diverse as the causes they care about. To help individuals and families achieve their personal charitable giving goals, Foundation For The Carolinas offers a broad range of services through its Center for Personal and Family Philanthropy. Philanthropic experts at the Center help individuals and families, as well as supporting foundations and family foundations, manage their giving to generate the greatest possible impact.
 
As the community foundation for this region, we share your commitment to building healthy communities and promoting the responsible stewardship of resources. Whether you choose to open a gift fund that can create an immediate impact in the community, create a permanent endowment to address an ongoing need, or plan a gift to create a legacy for your community, the Foundation can help make your charitable giving easy and effective.

Distinct service levels are available based on average annual gift fund balance. Donors opening funds between $10,000 and $1.9 million will benefit from the Center’s value, select and comprehensive service levels. Donors opening funds starting at $2 million will benefit from the custom service level.



Cabinet of Professional Advisors:

 

Giles Almond
Matrix Wealth Advisors, Inc.

Cynthia Anderson
Anderson Financial Planning

Rusty Bryson III
Cary Street Partners

Andrea Chomakos
Parker Poe Adams & Bernstein LLP

Clint Crocker
Barry Evans Josephs & Snipes

Mike Crisp
Grier Furr & Crisp, PA

Kara Elbert
Elbert Financial Consulting, Inc.

Leila Evans
Solamere Advisors

Tim Flanagan
HF Financial

Debra Foster
Debra L. Foster, PA

Meg Goldstein
Meg D. Goldstein, Attorney-At-Law

Kathy Habluetzel
MBL Advisors

James C. Hardin III
James C. Hardin III, PLLC

Leah Maybry
Elliott Davis

Sherri McGirt
McNair Law Firm, PA

Billy Morton
U.S. Trust - Bank of America Private Wealth Management

Andrew Nesbitt
Nesbitt Law, PLLC

Christy Reid
Robinson Bradshaw & Hinson, PA

Eric Ridenour
GenSpring Family Offices

Lucy Siler
Johnston Allison & Hord, P.A.

Jason Sykes
SunTrust Bank

Sandi Thorman
GreerWalker LLP

Brad Van Hoy
Moore & Van Allen, PLLC