Central Carolina Community Foundation has a history of working with professional advisors within the Midlands community to enhance the services you offer to clients.
Through a philanthropic relationship that aids both you and your client, donors are able to make informed and intelligent charitable decisions and enjoy generous tax benefits. We realize that every client has a unique situation, goal or motivation. Our goal is to help you address your client’s needs in order to provide the most effective results for both their financial and personal objectives.
We are here to help make charitable giving convenient, effective and fruitful for you and your clients. If you would like to call us to explore a charitable option before you discuss it with your client, please do so. We value client anonymity and we are happy to work exclusively through you. The majority of our relationships with professional advisors begin this way.
Our staff is experienced in crafting charitable giving vehicles based on the individual needs of our donors. We can provide you with information to help your clients make well-informed decisions that meet their financial and charitable goals.
Clients that open funds with the Community Foundation receive quarterly reports that show fund balance, realized and unrealized gains, contributions made to their fund and grants paid from their fund. Donors may request their fund balance from the Foundation at any time. Clients also receive information about charitable opportunities and organizations, allowing them to make informed giving decisions.