While a well-prepared and executed charitable giving plan is essential to your legacy, there's another key and often overlooked component: the story behind it.

Join us for a conversation with local writer Ken Garfield about telling your own story now and for all time.

Join the Foundation For The Carolinas Investment Team and Mercer, our investment consultant, for a 30-minute webinar to learn more about spendable and how FFTC determines the annual spendable rate. After the presentation, participants will have the opportunity to ask questions.

The event is open to all FFTC fundholders, but those with endowed or quasi-endowed funds may find it most useful.

Foundation For The Carolinas does not plan to host the annual meeting in 2021.

Each year we look forward to celebrating the important work our nonprofit, corporate and government partners are doing throughout the region. We look forward to reconvening in 2022 when we hope to continue our celebration of philanthropy.

Travis Pruit and Tim Westrich from Mercer Investments LLC presented a review of recent market activity and performance review for FFTC standard investment pools, as well as their outlook for 2021.

View presentation.

On Dec 10, AFP Charlotte and Foundation For The Carolinas discussed how donor advised funds work – and how nonprofits can incorporate this popular giving vehicle for donors into their fundraising plans. View the presentation.

Both private foundations and donor advised funds are often considered by donors seeking to create greater structure for their charitable giving. Each vehicle enables donors to give strategically over time, while involving family members and creating a lasting legacy.

Watch the presentation.

AB Bernstein was pleased to partner with Foundation For The Carolinas and Judy Carpenter's Juneberry Ridge (previously Lucky Clays Farm) to host a discussion on sustainability, investing in the community, and progress on preparing for 2021 and beyond. 

Click here to view the presentation. Passcode: 12172020

Employee Relief programs are a meaningful part of any corporations social responsibility platform. Historic wildfires and hurricanes, on top of the COVID-19 pandemic, further highlights just how critical charitable grants are for employees in crisis. They also create opportunity for employee engagement, social impact and the potential for increased corporate loyalty.

Watch the presentation.

On September 15, Bryan Beasley from Marsh & McLennan Agency, LLC, led a presentation on helping nonprofits obtain the best terms for renewals and navigating the unique challenges COVID presents now and into the future. 

Watch the presentation.

The COVID-19 pandemic, as well as protests for racial equality stemming from the death of George Floyd and other recent violence against Black people, have had a dramatic impact on corporate social responsibility efforts. Consumers and employees have a greater expectation for action – and greater scrutiny of those actions. Watch the presentation.

On June 17, FFTC and Women's Impact Fund presented practical information regarding options for managing philanthropic giving, primarily donor-advised funds and planned giving. Watch the presentation.

On June 16, FFTC’s Center for Nonprofit Sustainability gave a comprehensive review of recently released guidance on the Paycheck Protection Program loan forgiveness application. This webinar is presented by FFTC’s tax and audit partner, Cherry Bekaert. Watch the presentation.

On May 12, Michael Marsicano, FFTC President and CEO, and Brian Collier, Executive Vice President, shared how you can respond effectively to the current crisis while making strategic decisions about other giving priorities. Holly Welch Stubbing, FFTC EVP and CEO of our subsidiary, E4E Relief, also provided an update on national employee relief fund efforts, including the Brave of Heart Fund.

On May 5, Jeanne Allen of Jeanne Allen Consulting presented tips for facilitating, organizing and structuring an effective and engaging board meeting. She also discussed technology for online meetings, and how you can keep your board engaged through a crisis. Watch the presentation.

Michael Marsicano was featured on the podcast, Your Path to Nonprofit Leadership, to discuss community leadership during uncertain times. He shared what FFTC learned from past community crises and how this has guided our response to the coronavirus pandemic. Listen now.