Want to talk about your charitable legacy and how to make it happen? Contact us today.
Planned Giving
Planned Giving
Our goal is to understand yours.
When you think about your charitable legacy, what do you see? What difference do you want to make when you're no longer here to make it? Whatever your goal, planning today ensures your generosity has lasting impact.
Since our first planned gift in 1965, we have helped people like you turn their values into lasting investments. Your legacy is in good hands.
We work with you and alongside your advisor. Together, we explore your options and build a plan. One that keeps supporting the causes and nonprofits you love, beyond your lifetime.
Turning assets into future impact
- Wills or trusts: Your estate becomes a gift that keeps giving. A fund in your name, built into your will or trust. Simply include specific language naming a fund at FFTC as the beneficiary of a testamentary gift.
- Retirement plan assets: Your IRA, 401(k), or 403(b) can do more than support your retirement. Name FFTC as the beneficiary of your retirement funds and turn them into one of the most tax-efficient investments in the causes you care about most.
- Life insurance policies: A life insurance policy can grow into something bigger than its original purpose. Designating FFTC as the owner and beneficiary of the policy or by designating FFTC as a beneficiary of all or a portion of its proceeds.
- Charitable remainder trusts: Your investment works for you first. Retain income payments for life or a fixed number of years through a fund at FFTC. Then, what remains flows directly to the causes you want to support.
- Charitable lead trusts: The causes you care about benefit now. Make a current gift of income payments to your fund at FFTC while retaining the right for the principal to be returned to you (and/or others) upon your death or after a fixed number of years.
Ways to shape and share your legacy
Giving is simple
Sample bequest language (wills and trusts):
“I give and bequeath to Foundation For The Carolinas, a North Carolina nonprofit corporation, the sum of __________________ Dollars ($__________), or [a stated percentage or fraction] of my estate, in cash or in kind, for the benefit of the [John and Jane Smith Endowed Fund], an endowed fund to be established pursuant to that certain fund agreement executed by me [and/or my spouse] during my/our lifetime(s).”
Beneficiary designation information (retirement and life insurance):
Foundation For The Carolinas
f/b/o [John and Jane Smith Endowed Fund]
220 N. Tryon Street
Charlotte, NC 28202
704.973.4500
philanthropy@fftc.org
EIN: 56-6047886
“We have developed the utmost respect for FFTC in supporting and guiding us, helping us help others.”
The power of endowment
Want to support an organization you believe in, for years to come? Endowing a fund at FFTC may be the answer. An endowment creates a permanent source of funding for the nonprofits you care about. It provides dollars year after year, long after you are gone.
In 1996, philanthropist Lucille Giles left $35 million to FFTC. That gift became an endowment that still funds organizations across the Charlotte Mecklenburg community today.
Get in touch
Sara Piner, CAP®

