Advisor Resources

Advisor Resources

Quick Links for Professional Advisors

 

Whether you need handouts for your clients or information for your own use, we have compiled our materials for your easy access.

Please refer to our Charitable Giving Guide for detailed descriptions and more information about any of the forms below.

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

About Custom Services

Subsidiary Foundations

FFTC Subsidiary Foundations 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.

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

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

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

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

Fundholder Forms

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 creating an Access My Fund account.

Information About FFTC

Overview

Foundation For The Carolinas inspires philanthropy and empowers individuals to create a better community.

Printable Overview About Us

Robinson Center for Civic Leadership

Many of the important issues our community faces are broader than any one entity can address. The Robinson Center for Civic Leadership convenes partners and funding to address our region’s greatest needs and opportunities.

Printable Information Our Initiatives

FFTC Points of Contact

Below is a list of areas in which FFTC can partner with you and your clients, as well as a suggested contact. Our team, led by Holly Welch Stubbing, has great bench strength and you should feel free to call on any of us.

Donor Advised Funds
Rosalind Taylor, CFP®
rtaylor@fftc.org
704.973.4902

 

Gifts of Business Interests/
Gifts of Real Property

Doug Benson
dbenson@fftc.org
704.973.4594

 

Investments
Greg Beuris
gbeuris@fftc.org
704.973.4522

 

Planned Giving/Legacy Gifts
Sara Piner
spiner@fftc.org
704.973.4576

 

Custom Grantmaking/
Family Office Partners

Catherine Warfield, CFP®
cwarfield@fftc.org
704.973.4515

 

Nonprofits
Deviré Robinson
drobinson@fftc.org
704.973.4511

Professional Advisor Info Sheet

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