Blog
Checklist for NCCF legacy givers
May 7, 2026
Charitable plans can outlive their paperwork. Over time, family structures change, attorneys and financial advisors retire, organizations merge or shift direction, or donors’…
For Fundholders
The North Carolina Community Foundation is committed is to stewarding your funds to accomplish your charitable goals and strengthen your philanthropic impact in North Carolina communities. We pledge to:
- Maintain an excellent investment program
- Provide clear and accurate information about your fund
- Respond promptly to your inquiries
- Understand the emerging needs and opportunities of North Carolina’s communities
- Engage new generations of philanthropists
- Help you fulfill your charitable objectives
Your Role as a Fundholder
As an active partner in the work of the NCCF, you play a critical role in enriching other lives through philanthropy. An effective giving plan is the result of donors embracing the following responsibilities:
- Evaluating your own philanthropic goals annually
- Educating yourself on unmet charitable needs in your community
- Seeking out the best organizations to accomplish your charitable goals
- Talking with NCCF staff about changes in your charitable interests
- Reviewing your fund statements and annual grantmaking packet
- Participating in opportunities provided by NCCF to strengthen your giving plan
Resources
Whether you are a long-time fundholder or new to NCCF, we have resources to help you accomplish your charitable goals and strengthen your philanthropic impact in North Carolina communities.
Investments
Investment stewardship is essential to our mission
Fund Portal
View your quarterly fund statement, balance, grant history and past contributions, or make grant requests
Legacy giving
If you want to build charitable giving into your estate plan, NCCF can help you realize your goals and leave a legacy
A guide to your quarterly fund statement
Quarterly fund statements are available approximately six weeks after the end of every quarter
Requesting a grant from your fund
Grant recommendations may be made once you’re logged into the portal
Community Needs Assessments
This tool, updated annually, can help guide community grantmaking decisions
The latest
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Commentary
Cautious but measured as global markets experience heightened volatility (Investment performance, January-March 2026)
April 30, 2026
During the first quarter of 2026 global markets experienced heightened volatility driven by escalating geopolitical conflict in the Middle East and the associated disruption to…
Impact Story
Teaching, giving, inspiring: the lifelong impact of Dr. Carolyn Ennis
April 10, 2026
Dr. Carolyn Grantham Ennis has spent decades shaping the future of Johnston County through her work as an educator, community leader, and philanthropist. “She’s been…
Impact Story
Julia Hunt Endowment scholarship rewards students who give back
March 23, 2026
Julia Hunt has spent decades showing her Bryson City community the power of giving. She often says she gets far more out of volunteering than…
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NCCF Donor Engagement team
