Join AFP Charlotte and Foundation For The Carolinas for a webinar discussing how donor advised funds work – and how nonprofits can incorporate this popular giving vehicle for donors into their fundraising plans.

Please join us for our Dec. investment webinar, presented by Foundation For The Carolinas' investment consultant, Mercer Investments LLC.

Travis Pruit and Tim Westrich will present a review of recent market activity and performance review for FFTC standard investment pools, as well as their outlook for the remainder of this year.

Please register online.

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.

On Oct. 20, our 3rd Quarter in Review webinar was presented by Foundation For The Carolinas' investment consultant, Mercer Investments LLC.

Travis Pruit and Tim Westrich presented a review of Q3 market activity and performance review for FFTC standard investment pools, as well as their outlook for the remainder of this year. 

View the presentation.

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 16, Travis Pruit and Tim Westrich presented a review of recent market activity and performance review for FFTC standard investment pools, as well as their outlook for the remainder of this year.

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 July 22, FFTC's investment consultant, Mercer Investments LLC presented a 2nd quarter investment review webinar. 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.

On April 9, we shared our 1st Quarter in Review webinar, presented by the Foundation's investment consultant, Mercer Investments LLC. Travis Pruit and Tim Westrich of Mercer Investments presented a review of Q1 market activity and performance review for FFTC standard investment pools. Watch the presentation.