Fund Agreements and Forms | Foundation For The Carolinas

Your library of useful forms

Establish a charitable gift fund or provide us with further information about your gift fund or planned gift. Some forms may require you to consult with Foundation staff before submission. Please refer to our Charitable Giving Guide for detailed descriptions and more information about any of the forms below.

Contact our Donor Operations Team at support@fftc.org or 704.973.4529 if you have questions about any of these forms.

Establish your fund

FFTC Agency Fund agreement

Sustain your nonprofit’s good work through these cost-effective, long-term vehicles and leverage FFTC’s investment and financial services.

FFTC Donor Advised Fund agreement

A philanthropic solution that offers you and your family a flexible, efficient way to manage giving with superior tax advantages.

FFTC Corporate Donor Advised Fund agreement

A flexible, efficient way for your company to manage giving with superior tax advantages.

FFTC Collective Giving Fund agreement

Friends, coworkers and other community members can open a fund together, and anyone can contribute to maximize grantmaking impact.

FFTC Designated Fund agreement

Establish a lasting legacy to support and sustain the work of the nonprofit organizations you value most.

FFTC Field of Interest Fund agreement

Your generosity, coupled with FFTTC's grantmaking expertise and local knowledge, can permanently support your favorite causes, even as needs and opportunities change over time.

FFTC Scholarship Fund agreement

A full-service philanthropic solution that helps students achieve their dreams while you achieve your charitable goals.

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 investment preferences

Gift fund investment recommendation

Fundholders may change investment preferences twice annually.

Agency fund investment recommendation

Fundholders may change investment preferences twice annually.

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 representative information form

Advises the Foundation on changes to individuals authorized to act on behalf of a corporate entity, including the addition or changing of representatives, statement recipients and successor representatives.

Other useful forms

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 a MyFFTC account.

Asset Delivery Instructions

We make giving easy: donate by cash, check, wire or stock delivery.