Open a Donor Advised Charitable Fund

Amplify Your Charitable Impact

FFTC Charitable Funds


By opening a fund with Foundation For The Carolinas, you make an even greater impact. Your community foundation provides expert giving solutions while supporting transformative civic initiatives and working to sustain our region’s nonprofits.

Through a range of gift fund options, we simplify the process of giving for individuals, families, corporations and nonprofits, maximizing tax benefits and increasing the power of every charitable gift. 

How to Open a Fund
 

  1. Contact our local team of experts to discuss your philanthropic goals and identify the best fund option for you or your company.
  2. Complete a fund agreement to name your fund, appoint advisors and specify causes you wish to support.
  3. Choose from a range of investment pool options to allow your fund the potential to grow tax-free over time, making even more available for grantmaking. 
  4. Make a tax-deductible gift to establish your fund and receive a current tax deduction. 
  5. Centralize your charitable giving. Through our online fund management system, you can recommend grants to your favorite nonprofits, access your monthly statements, and review your gift and grant histories.
     

 

 

Contact

caitlin james

Caitlin James

Vice President and Director, Donor Operations

Email Caitlin

704.973.4529