For fundholders

NCCF’s commitment is to steward your funds to help fulfill 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 and correspondence
• Understand the emerging needs and opportunities of North Carolina’s communities
• Engage new generations of philanthropists
• Maintain our pledge to help you fulfill your charitable objectives

Your role as fund advisor

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 any changes in your charitable interests
• Carefully reviewing your fund statements and annual grantmaking packet
• Participating in opportunities provided through NCCF to strengthen your giving plan