Forms

Use these forms to establish a Charitable Gift Fund or to provide us with further information about your Gift Fund or Planned Gift. The forms are available as PDFs, for which you will need the Adobe Acrobat software to view and print. If you do not have Adobe Acrobat currently installed on your PC, click here for the free download. Some forms may require you to consult with Foundation staff before submission. Please refer to our Charitable Giving Guide for detailed descriptions and more information about any of the forms below. Call our Donor Relations Team at 704.973.4529 if you have questions about any of these forms.

Use these forms to establish your Charitable Gift Fund.

Donor Advised Fund
Establishes a Donor Advised Gift Fund.

Designated Fund
Establishes a Designated Gift Fund.

Field of Interest Fund
Establishes a Field of Interest Gift Fund.

Unrestricted Fund
Establishes an Unrestricted Gift Fund.

Scholarship Fund
Establishes a Scholarship Gift Fund.

Use these forms to provide information about distributions from your fund.

Grant Distribution Recommendation Form (Word Doc)
Requests distribution(s) from your Charitable Gift Fund. Please note you may also request grant distributions by creating an Access My Fund account. Please click here to go to the new user registration page.

Charitable Trust Information Sheet (PDF 36Kb)
Provides information about the type, beneficiary and distribution of remainder interest in your Charitable Trust.

Use these forms to provide additional information about your Charitable Gift Fund or Planned Gift.

Change of Designated Organizations Form (Word Doc)
Allows you to modify the nonprofit organizations designated as recipients of distributions from your Endowed Gift Fund. Please use this form if you have or are adding multiple beneficiaries.

Change of Designated Organization Form (One Beneficiary, Word Doc)
Allows you to modify the nonprofit organization designated as the sole recipient of distributions from your Endowed Gift Fund. Please use this form if you have and are changing only one beneficiary.

Change of Succession Plan Form (Word Doc)
Advises the Foundation of changes in your succession plan for your Charitable Gift Fund. If you wish to add or change successor advisors, please use the Advisor Information Form below.

Gift Fund Name Change Form (Word Doc)
Advises the Foundation on changes to your Gift Fund Name.

Advisor Information Form (For Individual & Family Funds, Word Doc)
Advises the Foundation on changes to individuals authorized to act on behalf of the Gift Fund, including the addition or changing of advisors, statement recipients, and successor advisors.

Advisor Information Form (For Nonprofit & Corporate Funds, Word Doc)
Advises the Foundation on changes to individuals authorized to act on behalf of a corporate or nonprofit entity, including the addition or changing of advisors, statement recipients, and successor advisors.

Real Estate Property Inquiry Form (PDF 42Kb)
Provides information about real estate property to be gifted to the Foundation.

Use these forms to recommend a change in investment preferences.

Investment preferences may be changed twice annually. To view detailed information about the composition of investment allocations, click on the links below to open the appropriate Investment Recommendation Form.

Investment Recommendation Form - Endowed Funds (PDF 212Kb)

Investment Recommendation Form - Non-Endowed Funds (PDF 234Kb)

Investment Recommendation Form - Quasi-Endowed Funds (PDF 203Kb)



Cabinet of Professional Advisors:

Clint Crocker
Barry Evans Josephs & Snipes

Craig DeLucia
Ernst & Young LLP

Jennie Derby
Northwestern Mutual

Leila Evans
Solamere Advisors

Tim Flanagan
HF Financial

Jessica Hardin
Robinson Bradshaw & Hinson, P.A.

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

Carl King
Culp Elliott & Carpenter, P.L.L.C.

Leah Maybry
Elliott Davis

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

Andrew Nesbitt
Nesbitt Law

Robert Norris
Wishart Norris Henninger & Pittman

Karen Owensby
Wealth Management Associates, Inc.

Eric Ridenour
Colony Family Offices

Darrell Shealy
Johnson Allison & Hord

Jason Sykes
SunTrust Bank

Sandi Thorman
GreerWalker, LLP

Brad Van Hoy
Moore & Van Allen

Mitchell Wickman
Merrill Lynch