With over 30 years of philanthropic experience, the North Carolina Community Foundation team works alongside advisors to complement your services and help your clients build a personalized charitable giving plan that aligns with their personal values.

Ninety percent of high-net-worth households donate an average of $29,000 annually, and plan to give even more in the future. Charitable giving is a fundamental part of your clients’ lives.

NCCF is poised to accept a range of diversified assets, helping your most sophisticated clients maximize tax benefits and their community impact. Contact us today with charitable giving questions or to schedule a no-obligation call about your client and NCCF.

When Might a Client Consider Philanthropy?

NCCF partners with you to ensure that your clients make the most of financial and philanthropic opportunities that come with major life events and financial windfall. Whether expected or out of the blue, these events bring new possibilities as well as potential tax consequences for your clients and their families.

• Selling appreciated property (stock, real estate, family business, or other closely-held business interest) that would result in capital gains tax
• Estate planning, particularly if the client has estate tax implications or has no heirs
• Receiving a financial windfall, such as an inheritance or bonus
• Having ownership interest in a company going public
• Tax planning around IRAs and other retirement funds

“Working with the foundation allows me to provide valuable and creative giving options to my clients, whether they wish to support their favorite local nonprofit organization or church, or provide a student with a scholarship to attend their alma mater. NCCF’s thoughtful and professional approach to implementing their donors’ charitable values results in positive impact in our local communities and throughout North Carolina.”

James W. Narron, Narron Wenzel, P.A.