The North Carolina Community Foundation has earned the trust of professional advisors across North Carolina. Here’s how we can help you:
- We add value to your practice by expanding your capabilities to meet your clients’ specialized needs.
- We partner with you, providing support, information and expertise related to charitable-giving options.
- You remain in control of the client relationship. We work through you in whatever capacity you deem appropriate to meet your clients’ charitable-giving goals.
- We help you meet client expectations. Research indicates that many who seek financial-planning advice want and expect to talk about philanthropy and how they can achieve both charitable-giving goals and also tax advantages.
- Your practice can grow. If you help families create donor-advised funds with the NCCF, you have established relationships that can extend into future generations.
Tools you can use: