Advisor Resources
You are your clients’ trusted expert in financial planning, wealth management, estate planning and more, and you’ve built lasting relationships because you listen to their needs and help them meet their goals.
When you have a charitably-minded client who wants to make a lasting difference in their community – now or in the future – we can be a valuable resource and partner.
Professional Advisor Toolkit
We've compiled a toolkit of useful resources to help you help your clients reach their philanthropic goals.
FFTC Giving Vehicles
FFTC Donor Advised Funds offer you and your family a flexible, efficient way to manage giving with superior tax advantages.
FFTC Designated Funds support the good work of the nonprofits you designate, often in perpetuity.
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.
FFTC Custom Philanthropy Services support the strategic, grantmaking and governance needs of large funds, subsidiary foundations and private foundations.
FFTC Supporting Organizations 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.
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.
FFTC Community Impact Funds provide permanent, strategic support for vital causes in our community. Clients can entrust a gift to an endowed fund that aligns with their values, and leverage FFTC's discretionary grantmaking expertise and knowledge of local issues to make impactful investments in our community's future.
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.
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.
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.
The Foundation For The Carolinas team will meet with you and your client to discuss their philanthropic goals. Together, we can explore how they envision helping their community, determine which assets they plan to give and discuss whether they would like to involve their family.
Financial Information
We accept a wide array of assets, such as appreciated stock and closely held business interests, to help your clients achieve their charitable goals.
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.
This program allows donors with a minimum fund balance greater than $250,000 to use an approved investment advisory firm to manage their donor advised fund in lieu of selecting one of FFTC's Standard Investment Pools.
Fundholder Forms
Planned Gift Document
Name an existing FFTC fund in your estate plan or make arrangements for a fund to be established with a legacy gift upon your death.
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).
Fundholders may change investment preferences twice annually.
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.
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 a MyFFTC account.
Your Philanthropic partners
Institutional Relationships (Corporate & Nonprofit)
Deviré Robinson
drobinson@fftc.org
704.973.4511
Personal/Individual Relationships
Rebekah Allison
rallison@fftc.org
704.973.4553
Philanthropic Services
Sara Piner
spiner@fftc.org
704.973.4576
Planned Giving
Sara Piner
spiner@fftc.org
704.973.4576
Scholarship Management
Qiana Austin
qaustin@fftc.org
704.973.4535
Investment Management & Reporting
Natalie Wolf
nwolf@fftc.org
704.973.4539
Gifts of Business Interests/Real Property
Doug Benson
dbenson@fftc.org
704.973.4594
Professional Advisor Relationships
Sara Piner
spiner@fftc.org
704.973.4576
General Inquiries
advisors@fftc.org
704.998.6412
FFTC's philanthropic advancement team is here to answer your questions.
Professional advisors are invaluable partners for advancing philanthropy. Some of our most trusted partners serve as members of our Cabinet of Professional Advisors. Selected annually for rolling three-year terms, our cabinet enjoys the benefit of networking and learning opportunities, while providing insight about the charitable products and services their clients value.
To be considered for membership, advisors generally have referred a client, worked with an FFTC client or otherwise engaged with FFTC.
Current Cabinet of Professional Advisors
Bobby Anderson, TIAA
Jan Beatty-Hendley, Pinnacle Asset Management
Sam Bowles, New Republic
Russ Cearley, Signature FD
Christian Cherry, Crisp Cherry McCraw PLLC
Gray Dyer, Dyer & Co., LLC
Jessica Hardin, Robinson Bradshaw
Seth Honea, CAVOK Family Office
Kelly Jesson, Jesson & Rains PLLC
Femi Lamikanra, Fifth Third
Chris Matthews, EY
Suzy Niemann, Milburn Services, LLC
Holly Norvell, Johnston, Allison & Hord, PA
Deni Pifer, Pifer Estate Law
John Potter, Potter Law Firm
Todd Stewart, Stewart Law, PA
David Vines, Offit Kurman
Trenton Whalen, Bank of America
Kathryn Wysong, Bank OZK
Andy Young, Morgan Stanley
Local Advisor Insights
Charitable Giving at FFTC
Professional Advisor Toolkit
