Professional Advisor Resources | Foundation For The Carolinas

Advisor Resources

Quick Links for Professional Advisors

Whether you need handouts for your clients or information for your own use, we have compiled our materials for your easy access.

Please refer to our Charitable Giving Guide for detailed descriptions and more information about any of the forms below.

SECURE Act: The effect on charitable giving

Retirement funds have long been an effective asset for charitable giving, particularly for planned giving. While family members must pay income tax when withdrawing funds, charities do not, so giving directly to nonprofits results in more impact.

The Setting Every Community Up for Retirement Enhancement Act, which became law on December 20, 2019, makes several changes that could make charitable planning with retirement assets even more appealing.

Learn More

FFTC Giving Vehicles

Vehicle Descriptions

FFTC Donor Advised Funds offer you and your family a flexible, efficient way to manage giving with superior tax advantages.

About Donor Advised Funds

FFTC Designated Funds support the good work of the nonprofits you designate, often in perpetuity.

About Designated Funds

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.

About Scholarship Funds

FFTC Custom Philanthropy Services support the strategic, grantmaking and governance needs of large funds, subsidiary foundations and private foundations.

About Custom Philanthropy Services

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.

About Supporting Organizations Compare Giving Vehicles

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.

About Trusts

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.

About Community Impact Funds

Vehicle Comparisons

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.

Compare PF & DAF Compare with Subsidiaries Convert to a Donor Advised Fund

Giving Business Interests or Real Property

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.

Learn More How it Works

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.

Learn More How it Works

Financial Information

Administrative Fee Schedules

Personal Fees Corporate Fees Nonprofit Fees

Assets We Accept

We accept a wide array of assets, such as appreciated stock and closely held business interests, to help your clients achieve their charitable goals.

Learn More Asset Transfer Instructions

Investment Pools & Performance

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.

View Options

Fundholder Forms

Establish Your Fund

FFTC Agency Fund Agreement

FFTC Donor Advised Fund Agreement

FFTC Designated Fund Agreement

FFTC Field of Interest Fund Agreement

FFTC Scholarship Fund Agreement

Document a Planned Gift

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.

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.

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.

Provide Additional Information About Your Fund or Planned Gift

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 registering for online account access at www.myfftc.org.

Information About FFTC

Overview

Foundation For The Carolinas inspires philanthropy and empowers individuals to create a better community.

About Us

Centers for Giving

Center for Personal Philanthropy Center for Corporate Philanthropy Center for Nonprofit Sustainability

Robinson Center for Civic Leadership

Many of the important issues our community faces are broader than any one entity can address. The Robinson Center for Civic Leadership convenes partners and funding to address our region’s greatest needs and opportunities.

About RCCL Our Initiatives

Stories and Insights

Visit FOCUS for stories that inspire and inform.

FFTC Points of Contact

Listed below are areas in which FFTC can partner with you and your clients. Our team has deep philanthropic expertise and welcomes a conversation with you.