Advisor Resources

Advisor Resources

Quick Links for Professional Advisors


You are your clients’ trusted expert in financial planning, wealth management, estate planning and more, and you’ve built lasting relationships because you listen to their needs and help them meet their goals. 

When you have a charitably-minded client who wants to make a lasting difference in their community – now or in the future – we can be a valuable resource and partner.  

FFTC Giving Vehicles

Vehicle Descriptions
Donor Advised Fund

FFTC Donor Advised Funds offer you and your family a flexible, efficient way to manage giving with superior tax advantages.

About Donor Advised Funds

Designated Fund

FFTC Designated Funds support the good work of the nonprofits you designate, often in perpetuity.

About Designated Funds

Scholarship Fund

FFTC Scholarship Funds support students by providing grants for educational purposes and give you the ability to specify an academic discipline, institution or eligibility criteria.

About Scholarship Funds

Custom Services

FFTC Custom Philanthropy Services support the strategic, grantmaking and governance needs of large funds, subsidiary foundations and private foundations.

About Custom Philanthropy Services

Subsidiary Foundations

FFTC Supporting Organizations are governed by their own boards and strengthened by FFTC grantmaking and endowment management services. They have access to a broad custom investment platform with the tax benefits of a public charity.

About Supporting Organizations Compare Giving Vehicles

Charitable Trusts

FFTC Charitable Trusts, such as charitable remainder trusts and charitable lead trusts, are carefully planned, efficient ways for income and assets to be distributed over time to you, your beneficiaries and designated charitable organizations.

About Trusts

comm impact funds image

FFTC Community Impact Funds provide permanent, strategic support for vital causes in our community. Clients can entrust a gift to an endowed fund that aligns with their values, and leverage FFTC's discretionary grantmaking expertise and knowledge of local issues to make impactful investments in our community's future.

About Community Impact Funds

Vehicle Comparisons

FFTC Donor Advised Funds are a cost-effective and tax-efficient alternative to private foundations, offering a convenient way to manage your giving to nonprofits throughout the nation.

If you already have a new or established private foundation, FFTC Custom Services can assist with strategic, grantmaking and governance support.

Compare PF & DAF Compare with Subsidiaries Convert to a Donor Advised Fund

Giving Business Interests or Real Property
Business Interests

FFTC Gifts of Business Interests allow you to give interests in LLCs, limited partnerships or closely held corporations, supporting the causes you value and reducing your tax liability while retaining control of your business.

Learn More How it Works

Real Property

FFTC Gifts of Real Property allow individuals and investors to make gifts of real estate, maximizing charitable impact while taking advantage of substantial tax benefits.

Learn More How it Works

Planned Gifts

The Foundation For The Carolinas team will meet with you and your client to discuss their philanthropic goals. Together, we can explore how they envision helping their community, determine which assets they plan to give and discuss whether they would like to involve their family.

Learn more

Financial Information

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.

Learn More Asset Transfer Instructions

Investment Pools & Performance

Foundation For The Carolinas offers a cost-effective, expertly managed investment platform designed to address the diverse needs and objectives of those we serve. Fund advisors can choose from a number of investment strategies to increase diversification, lower costs and gain access to top-quality managers.

View Options

Investment Alliance Program

This program allows donors with a minimum fund balance greater than $250,000  to use an approved investment advisory firm to manage their donor advised fund in lieu of selecting one of FFTC's Standard Investment Pools.

Learn more

Join our advisor network to receive periodic emails with charitable giving insights and resources, and invitations to related events and opportunities for advisors. 

Join Our Network

Fundholder Forms

Document a Planned Gift

Planned Gift Document 
Name an existing FFTC fund in your estate plan or make arrangements for a fund to be established with a legacy gift upon your death.

Make a Gift of Business Interests or Real Property

Business Interests Inquiry Form
Provide information to begin the due diligence process for gifts of closely held business interests to Community Investments Foundation.

Real Property Inquiry Form
Provide information to begin the due diligence process for gifts of real property to Community Real Property Holdings.

FFTC Designated Fund Agreement - Community Investments Foundation
To establish a Designated Gift Fund with a gift of closely held business interests to CIF (following due diligence review).

FFTC Designated Fund Agreement - Community Real Property Holdings
To establish a Designated Gift Fund with a gift of real property to CRPH (following due diligence review).

Change Your Fund Advisor Or Representative

Individual and Family Fund Advisor Information Form
Advises the Foundation on changes to individuals authorized to act on behalf of the Gift Fund, including the addition or changing of advisors, statement recipients and successor advisors.

Nonprofit Fund Representative Information Form
Advises the Foundation on changes to individuals authorized to act on behalf of a nonprofit entity, including the addition or changing of representatives and statement recipients.

Corporate Fund Advisor Information Form
Advises the Foundation on changes to individuals authorized to act on behalf of a corporate entity, including the addition or changing of advisors, statement recipients and successor advisors.

Provide Additional Information About Your Fund or Planned Gift

Change of Designated Organizations Form (Multiple Beneficiaries) 
Allows you to modify the nonprofit organizations designated as recipients of distributions from your fund. Please use this form if you have or are adding multiple beneficiaries.

Change of Designated Organization Form (One Beneficiary)
Allows you to modify the nonprofit organization designated as the sole recipient of distributions from your fund. Please use this form if you have, and are changing, only one beneficiary.

Change of Succession Plan Form
Advises the Foundation of changes in your succession plan for your Charitable Fund. If you wish to add or change successor advisors, please use the Advisor Information Form.

Fund Name Change Form
Advises the Foundation on changes to your Fund Name.

Grant Distribution Recommendation Form
Requests distribution(s) from your Charitable Fund. Please note you may also request grant distributions by registering for online account access at

Your Philanthropic partners

Contacts by Topic

Institutional Relationships (Corporate & Nonprofit)

Deviré Robinson


Personal/Individual Relationships

Rebekah Allison


Philanthropic Services

Sara Piner


Planned Giving

Sara Piner


Scholarship Management

Qiana Austin

Investment Management & Reporting

Natalie Wolf


Gifts of Business Interests/Real Property

Doug Benson


Professional Advisor Relationships

Sara Piner


General Inquiries

The Philanthropic Advancement Team

FFTC's philanthropic advancement team is here to answer your questions.

Meet the team

Cabinet of Professional 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 about the charitable products and services their clients value. 

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

Bobby Anderson, TIAA

Jan Beatty-Hendley, Pinnacle Asset Management

Sam Bowles, New Republic

Russ Cearley, Signature FD

Christian Cherry, Crisp Cherry McCraw PLLC

Gray Dyer, Dyer & Co., LLC

Jessica Hardin, Robinson Bradshaw

Seth Honea, CAVOK Family Office

Kelly Jesson, Jesson & Rains PLLC

Femi Lamikanra, Fifth Third

Chris Matthews, EY

Suzy Niemann, Milburn Services, LLC

Holly Norvell, Johnston, Allison & Hord, PA

Deni Pifer, Pifer Estate Law

John Potter, Potter Law Firm

Todd Stewart, Stewart Law, PA

David Vines, Offit Kurman

Trenton Whalen, Bank of America

Kathryn Wysong, Bank OZK

Andy Young, Morgan Stanley

Professional Advisor Info Sheet

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