Information Alert for Internet Explorer Users

Please note that due to widespread issues with recent Microsoft updates, Internet Explorer users may be experiencing issues completing transactions on our website. If you are experiencing difficulty, please click here for instructions on how to complete your transaction.


Center for Personal Philanthropy

Value, Select and Comprehensive Service Levels

Center for Personal Philanthropy Clients

For a list of donors, please contact the Foundation's Philanthropic Advancement Team.


Administrative Fees


 First $100,000
 Next $400,000
 Next $500,000
 Next $2 million
 Next $2 million
 Over $5 million


1.50%
1.25%
1.00%
0.85%
0.65%
0.40%


Opening minimum: $10,000

Minimum annual fee: $250




The Foundation offers several distinct service levels based on average annual gift fund balance. With any Foundation For The Carolinas gift fund, you can:

  • Name your gift fund to identify your family or honor a loved one
  • Provide current or permanent support of your favorite charities
  • Access your gift fund online to check fund balance and make grant
        requests
  • Receive prompt gift acknowledgement and grant processing
  • Obtain timely grant research and due diligence
  • Choose recognition or anonymity
  • Obtain spendable income calculations and distributions
        (for endowed gift funds)


    Value Benefits
    Value $10,000+

  • Recommend unlimited grant distributions of $250 or more
  • Choose from two investment options (for endowed gift funds)
  • Receive annual financial statement


    Value Plus $25,000+

  • Earn premium money market rates on fund balance
  • Recommend multiple advisors to your gift fund
  • Receive quarterly financial statements

    Select Benefits $100,000+

  • Receive personalized service from client services team
  • Choose from expanded investment options
  • Learn about philanthropy via informative seminars and workshops
  • Participate in group site visits to local and regional charities
  • Attend special networking events with other Foundation supporters


    Comprehensive Benefits $500,000+

  • Work with dedicated client service representative
  • Choose from a wide array of investment options
  • Receive annual gift planning and/or gift fund management consultation
  • Recommend your financial advisor to invest gift fund ($1 million fund minimum)
  • Take advantage of specialized research on topics of interest
  • Make targeted site visits to local and regional charities
  • Receive comprehensive review of your giving and grant strategies


    Custom products and services are available with $2 million fund minimum. Click here for details on the Center for Personal and Family Philanthropy custom services.


    Options for Giving

    E

    Endowed Gift Funds: permanent asset of the Foundation, principal is preserved, invested for long term; 4.5% annual payout

    Q

    Quasi-endowed Gift Funds: invested for long term, with entire balance available for distribution; 4.5% annual payout

    N

    Non-endowed Gift Funds: entire balance available for distribution, invested for the short term to provide liquidity

    E Q N Donor Advised Funds – Remain involved in recommending uses for your gift at times most convenient for you.
    E Q N Designated Funds – Support the good work of virtually any nonprofit organization.
    E Q N Field of Interest Funds – Target your gift to address needs in an important area of community life.
    E Q N Planned Gifts – Tailor your giving to achieve your specific objectives.
    E Q Scholarship Funds – Invest in your community’s future and show students you care.
    E Unrestricted Funds – Address a broad range of local needs for years to come.
      Supporting Foundations – An excellent alternative to a private foundation—with only a fraction of the administrative responsibilities.
      Charitable Trusts – Distribute income and assets to beneficiaries and charities.
      Private Foundation Services – Take advantage of our investment, accounting, grantmaking and administrative services.


    Click here to download the Center for Personal Philanthropy information sheet for our value, select and comprehensive services.