Advise Your Client
Resources for Professional Advisors
FFTC offers smart, forward-thinking philanthropic solutions to help your clients achieve their unique charitable goals.
Partner with us to take advantage of our decades of experience advising donors on philanthropic planning. We have the flexibility to accept a wide range of assets and can explore tailored strategies to complement your practice and maximize your client's community impact.
“Foundation For The Carolinas works with the client and the client’s professional advisors as a team member. FFTC is a professional’s best partner and advocates to ensure that clients will achieve their philanthropic goals.”
– MEG D. GOLDSTEIN, ESTATE PLANNING ATTORNEY
FFTC offers a range of funds and other philanthropic solutions to help bring your client’s charitable vision to life.
Whether the goal is to address evolving community needs, support a favorite nonprofit in perpetuity or engage family in the experience of philanthropy, FFTC makes it easy to create an enduring legacy.
Donating business interests and real property can maximize tax benefits and increase impact in the community.
Our local Family Office Partners team supports family office staff with demonstrated expertise in philanthropy. We offer dedicated relationship management resources, turn-key services/support, and best-in-class tools and vehicles to meet the needs of family offices.
This program allows donors who maintain a minimum fund balance of $250,000 to recommend their own investment manager.
We accept a wide array of assets, such as appreciated stock and closely held business interests, to help your clients achieve their charitable goals.
Advantages of Donor Advised Funds
FFTC Donor Advised Funds are a cost-effective and tax-efficient alternative to private foundations, offering a convenient way to manage charitable giving.
For clients who already have private foundations, subsidiary foundations or large charitable funds, FFTC Custom Philanthropy Services can support their strategic, grantmaking and governance needs.
FFTC Cabinet of Professional Advisors
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.
Kyle Agee, Johnston, Allison, & Hord PA
Evan Anderson, Wells Fargo Advisors
Andy Barbee, GreerWalker
Abby Bennett, Verum Partners
James Blakey, CAVOK Family Office
John Brienza, Merrill Lynch
Sabrina Conyers, Nelson Mullins
Jonathan Dry, MBL Advisors
Freddy Faircloth, James C. Hardin III, PLLC
Derek Garland, First Citizens Bank
Stanton Geller, Culp Elliott & Carpenter, P.L.L.C.
Caitlin Horne, Moore & Van Allen
Brian Jones, Providence Capital
Kimberly Kicklighter, EY
Ed Lazar, Milburn Services, LLC
Kristin Lewis, Colony Family Office
Kamila McDonnough, GRID 202 Partners
Michele Melchior, Grant Thornton
Matt Moore, J.P. Morgan Private Bank
Jeff Morris, Parker Poe
Jen Muckley, Bragg Financial
Christian Perrin, Perrin Legal
Matt Potter, Belk Gambrell
Christian Robinson, J.P. Morgan Private Bank
Jon Shumate, Altavista Wealth Management
Rob Snowden, SouthPark Advisors
John Stevenson, Brown Brothers Harriman
Ryan Thrower, Merrill Lynch
Trey Tune, Brown Advisory
Joe Wall, Elliott Davis
Beth Wood, Beth Wood Law
“Foundation For The Carolinas is a great resource and partner. Not only can they make connections for clients with organizations they are passionate about, but their extraordinary staff provides the encouragement and tools needed to make a difference in the community in which we work and live.”
– SANDI THORMAN, PARTNER, GREER WALKER, LLP
