|
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.
|