Advise Your Client

Your Partners in Philanthropy

Resources for Professional Advisors


FFTC offers smart, forward-thinking philanthropic solutions to help your clients achieve their unique charitable goals.

Partner with us to take advantage of our decades of experience advising donors on philanthropic planning. We have the flexibility to accept a wide range of assets and can explore tailored strategies to complement your practice and maximize your client's community impact. 

“Foundation For The Carolinas works with the client and the client’s professional advisors as a team member. FFTC is a professional’s best partner and advocates to ensure that clients will achieve their philanthropic goals.”

MEG D. GOLDSTEIN, ESTATE PLANNING ATTORNEY

Partnering To Serve Your Clients

Giving Today

FFTC offers a range of funds and other philanthropic solutions to help bring your client’s charitable vision to life.

Explore Solutions

Planned Giving

Whether the goal is to address evolving community needs, support a favorite nonprofit in perpetuity or engage family in the experience of philanthropy, FFTC makes it easy to create an enduring legacy.

Learn More  Sample Bequest Language

Giving Business Interests or Real Property

Donating business interests and real property can maximize tax benefits and increase impact in the community.

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Family Office Partners

Our local Family Office Partners team supports family office staff with demonstrated expertise in philanthropy. We offer dedicated relationship management resources, turn-key services/support, and best-in-class tools and vehicles to meet the needs of family offices.

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Investment Alliance Program

This program allows donors who maintain a minimum fund balance of $250,000 to recommend their own investment manager.

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Assets We Accept

We accept a wide array of assets, such as appreciated stock and closely held business interests, to help your clients achieve their charitable goals.

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Advantages of Donor Advised Funds

FFTC Donor Advised Funds are a cost-effective and tax-efficient alternative to private foundations, offering a convenient way to manage charitable giving. 

For clients who already have private foundations, subsidiary foundations or large charitable funds, FFTC Custom Services can support their strategic, grantmaking and governance needs.

FFTC Cabinet of Professional Advisors

Our Trusted Advisors

Professional advisors are invaluable partners for advancing philanthropy. 

Some of our most trusted partners serve as members of our Cabinet of Professional Advisors. Selected annually for rolling three-year terms, our cabinet enjoys the benefit of networking and learning opportunities, while providing insight and advice about the charitable products and services most valued by their clients. 

To be considered for membership, advisors generally have referred a client, worked with an FFTC client or otherwise engaged with FFTC. 

Current Cabinet of Professional Advisors

Scott Angel, First Citizens Bank

Gerald Applefield, Barry Evans Josephs & Snipes

Taylor Barden, Morgan Stanley

Rebecca Cahoon, EY

Andrea Chomakos, McGuireWoods, LLP

Edward G. "Woody" Connette, Essex Richards, PA

Daniele Donahoe, McShane Partners

Debra Foster, Debra L. Foster, PLLC

Chris Gammon, Carolinas Investment Consulting

Frank Goins, SunTrust Bank

Jennifer Green, PNC Bank

Kathy Habluetzel, Colony Family Offices, LLC

Paul Hattenhauer, Culp, Elliott & Carpenter, PLLC

Tim Herbst, US Trust, Bank of America Private Wealth Management

Bill Hyder, Brown Brothers Harriman

David Inabinett, Brinkley Walser Stoner

Susan Jamison, Wealth Matters, LLC

Matt Kain, Moore & Van Allen

Jim Lilley, Wells Fargo Advisors

Lauren Millovitsch, Creamer Millovitsch, PLLC

John Norman, GreerWalker, LLP

Holly Norvell, Johnston Allison & Hord, PA

Todd Stewart, Stewart Law, PA

Thomas Whitlock, Elliott Davis

Meet Some of Our Partners

“Foundation For The Carolinas is a great resource and partner. Not only can they make connections for clients with organizations they are passionate about, but their extraordinary staff provides the encouragement and tools needed to make a difference in the community in which we work and live.”

SANDI THORMAN, PARTNER, GREER WALKER, LLP