Professional Advisors

Professional Advisors

Professional Advisors

Your clients want to create impact. We can clear the path.

Your clients trust you because you listen to their needs and help them meet their financial and charitable goals. We're here to provide the tools and resources to help you guide them along their giving journey.

Armed with philanthropic expertise and a deep knowledge of our region’s needs, we’re here to help you help them achieve meaningful, remarkable impact. 

Contact us to get started Meet our team of experts

Trusted experts with decades of experience

Building upon nearly 70 years of experience, we provide an assortment of proven and innovative philanthropic solutions to empower your clients to create lasting impact. 

Advisor toolkit Investment options Investment alliance program
Professional Advisors

Popular solutions

FFTC Donor Advised Funds

A flexible, efficient way to manage giving with superior tax advantages. Create an immediate tax deduction at the time of gift, then choose how and when to recommend grants to nonprofits.

FFTC Scholarship Funds

Support students by providing grants for educational purposes and give your clients the ability to specify an academic discipline, institution or eligibility criteria.

Planned Giving

Help your clients positively impact the future by planning today for a tax-advantaged gift after their lifetime.

Private Philanthropy Services

Custom support for the unique needs of large charitable funds, supporting organizations and private foundations.

Community Impact Funds

By giving to a fund that aligns with their values, your clients can entrust the Foundation to address unexpected, evolving community needs and opportunities.

Local Grantmaking

Your clients can support the communities where they live, work and play through our regional grantmaking programs.

We accept a wide array of assets

  • Cash: The simplest and most flexible way to give, allowing your support to be put to work immediately.
  • Stock: Donating appreciated stock can offer significant tax benefits, including potential avoidance of capital gains tax and a charitable deduction for the full market value.
  • Closely Held Business Interests: Privately held shares or family business interests can be gifted to support your charitable goals—often unlocking value while providing meaningful tax advantages.
  • Retirement Assets: Designating charitable beneficiaries for IRAs or other retirement plans can be one of the most tax-efficient ways to give, reducing income and estate taxes.
  • Real Estate: From residential property to commercial holdings or land, gifting real estate can eliminate capital gains tax while turning an illiquid asset into long-term philanthropic.

In their own words

Sara Page Roberts
"FFTC’s staff are some of the most knowledgeable people in the charitable space that I have ever met, let alone worked with."
Sarah Page Roberts, J.P. Morgan Private Bank
Christian Perrin
"FFTC offers a sophisticated and high-value team that is versatile in facilitating charitable gifts of cash, marketable securities, real estate and closely held business interests."
Christian L. Perrin, Perrin Legal

Resources

Asset delivery instructions

You can contribute cash, securities and more to an FFTC fund.

Bunching calculator

This calculator can help you evaluate whether bunching is a strategy you may want to consider for maximizing tax deductibility. 

Fund agreements and forms

Find all the forms you need to establish a fund, select investment options and manage representatives.

Advisor Toolkit

Learn how we can be a valuable resource for your charitably-minded client who wants to make a lasting difference in their community – now or in the future.

Strategic Giving Guidebook

This useful guide will walk you through the process of identifying your charitable vision - and turning it into reality.

Charitable Giving Guide

Learn details about the Foundation, as well as our products and services, so you can be well-informed and strategic about your giving. 

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. 

  • Yeatts Anderson, Brown Brothers Harriman
  • Sam Bowles, New Republic
  • Laine Coplin, CAV_OK Family Office
  • Nick J. D'Auria, Kirk Palmer & Thigpen
  • Gray Dyer, Dyer & Co., LLC
  • Lorraine Eason, Pinnacle Asset Management
  • Leila Evans, MAI Capital management
  • Jessica Hardin, Robinson Bradshaw
  • Femi Lamikanra, Fifth Third
  • Chris Matthews, EY
  • Suzy Hile, Milburn Services, LLC
  • Blaydes Moore, Taylor Law
  • Andrew Nesbitt, Nesbitt Law PLLC
  • Holly Norvell, Johnston, Allison & Hord, PA
  • Sara Page Roberts, J.P. Morgan Private Bank
  • Val Watters, Tillotson Kenefick Private Wealth Management of Wells Fargo Advisors
  • Andy Young, Morgan Stanley

Get in touch

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. Contact us today to start the conversation.

Contact us
Sara Piner

Sara Piner, CAP®

Senior Vice President, Philanthropic Advancement