Investment Alliance Program

Foundation For The Carolinas offers a unique program that enables qualified financial institutions to manage the investments of their client’s charitable gift fund here at FFTC. The Investment Alliance Program allows investment firms to take advantage of our philanthropic expertise, while retaining the investment management of their client’s fund assets. The team at FFTC provides all of the administrative services and processes grant distributions from the fund while you focus on the investment portfolio. Fundholders with balances of $250,000 or greater may recommend their investment managers for the program.

The program builds on our long-term commitment to partnering with professional advisors across the Carolinas and bringing innovative philanthropic solutions to our clients. We welcome the opportunity to meet with qualified investment institutions to discuss this great philanthropic partnership opportunity. Contact us at 704.973.4500 or to learn more.

To become an Alliance Manager, you must first complete a due diligence process and be approved by the FFTC Investment Committee. Click here to download our Investment Alliance Program Policy. For more information, visit our FAQ page.

Click here for detailed information on FFTC’s investment pools and reporting. Click here for information about FFTC administrative fees.

FFTC Approved Investment Alliance Managers:

Bank of America
Merrill Lynch
BNY Mellon (Charitable Trusts)
Bragg Financial
Brown Brothers Harriman
Carolinas Investment Consulting
Carroll Financial
Charles Schwab
Collwick Capital
Colony Family Offices
F&M Bank
Fifth Third Bank
GreerWalker Wealth Management
Morgan Stanley Smith Barney
Oppenheimer & Co.
Piedmont Partners
River Birch Capital
Sterling Capital Management
UBS Financial
U.S. Trust
Wells Fargo