Nonprofit Resources

Contact

Deviré Robinson headshot

Deviré Robinson, J.D.

Vice President, Philanthropic Advancement

Email Deviré

704.973.4511

Contact

Deviré Robinson headshot

Deviré Robinson, J.D.

Vice President, Philanthropic Advancement

Email Deviré

704.973.4511

Amplify Your Charitable Impact

FFTC Charitable Funds


By opening a fund with Foundation For The Carolinas, you make an even greater impact. Your community foundation provides expert giving solutions while supporting transformative civic initiatives and working to sustain our region’s nonprofits.

Through a range of gift fund options, we simplify the process of giving for individuals, families, corporations and nonprofits, maximizing tax benefits and increasing the power of every charitable gift. 

How to Open a Fund
 

  1. Contact our local team of experts to discuss your philanthropic goals and identify the best fund option for you or your company.
  2. Complete a fund agreement to name your fund, appoint advisors and specify causes you wish to support.
  3. Choose from a range of investment pool options to allow your fund the potential to grow tax-free over time, making even more available for grantmaking. 
  4. Make a tax-deductible gift to establish your fund and receive a current tax deduction. 
  5. Centralize your charitable giving. Through our online fund management system, you can recommend grants to your favorite nonprofits, access your monthly statements, and review your gift and grant histories.
     

Individuals & Families Corporations Nonprofits Professional Advisors

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Partner With Our Team

Giving is easy when you partner with FFTC. Our local team works with you every step of the way to ensure you meet your unique goals. 

With our finger on the pulse of the nonprofit community, we can help you identify causes and nonprofits throughout the region. Our experienced staff manages gift fund administration and reporting, so you can focus on the joy of giving.

Forms & Fund Agreements

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 Relations Team at donorrelations@fftc.org or 704.973.4529 if you have questions about any of these forms.

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 Investment Preferences

Fundholders may change investment preferences twice annually. Contact Greg Beuris with questions.

Gift Fund Investment Recommendation

Agency Fund Investment Recommendation

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.

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. 

Job Application Profile

Equal Opportunity Employer (EOE)

Foundation For The Carolinas is committed to offering equal employment opportunities to all qualified individuals, without regard to unlawful consideration of race, color, sex, sexual orientation, gender identity, age, religion, national origin, disability, or other protected status. Should you need assistance or reasonable accommodations in connection with the application or interview process, please contact Human Resources at 704.973.4500 or at talent@fftc.org.

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