{"tinyMCE_dummy":"","title":"For Professional Advisors","url":"\/for-professional-advisors","meta":{"title":"","description":"","excludeFromSitemap":"No"},"ordinal":2,"content":"<h2>NCCF partners with professional advisors across the state to help your clients achieve their unique charitable goals.<\/h2>\r\n<p>With over 30 years of philanthropic experience, the North Carolina Community Foundation team works alongside advisors to complement your services and help&nbsp;your&nbsp;clients build a personalized charitable giving plan that aligns with their personal values.<\/p>\r\n<p>NCCF is poised to accept a range of diversified assets, helping your most sophisticated clients maximize tax benefits and their community impact.<\/p>\r\n<p>Contact us today with charitable giving questions or to schedule a no-obligation call about your client and NCCF.<\/p>","excerpt":"","media":0,"custom":{"blocks":{"blocks":[{"fieldset":"a1041e85dce54bfbb06baef3e3e70cb2","fieldset_slug":"_checklist","title":"How NCCF Helps Your Clients","list_items":"Maximum charitable tax advantages through NCCF, a public charity\r\nPhilanthropic advisors with deep knowledge about the nonprofit landscape and greatest needs in North Carolina and your client\u2019s local community\r\nDiverse range of giving vehicles to achieve specific objectives and remain anonymous, if desired\r\nAbility to accept and convert illiquid assets to charitable funds\r\nAssurance that the donor's charitable intent will be carried out over time by a reputable charitable expert","gray_background":"Yes","button_text":"","button_url":""},{"fieldset":"9e00524a10ec4d3990a45a32f8aaee65","fieldset_slug":"_fact","fact":"90% 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."},{"fieldset":"fd39717673c942dfb102a174d17a8b99","fieldset_slug":"_wysiwyg","text":"<h2>When Might a Client Consider Philanthropy?<\/h2>\r\n<p>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.<\/p>\r\n<ul>\r\n<li>Selling appreciated property (stock, real estate, family business, or other closely-held business interest) that would result in capital gains tax<\/li>\r\n<li>Estate planning, particularly if the client has estate tax implications or has no heirs<\/li>\r\n<li>Receiving a financial windfall, such as an inheritance or bonus<\/li>\r\n<li>Having ownership interest in a company going public<\/li>\r\n<li>Tax planning around IRAs and other retirement funds<\/li>\r\n<\/ul>","image":"","alignment":""},{"fieldset":"4b015cead67d45d4b51349cee77c0530","fieldset_slug":"_image_with_quote","image":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/32-nathan-anderson-vm_N2EW-Kjw-unsplash.jpg","quote":"\u201cOne of the principal benefits offered by the North Carolina Community Foundation is the opportunity\u2014and the vehicle\u2014for providing permanent endowments that support North Carolina communities. 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\u2019s thoughtful and professional approach to implementing their donors\u2019 charitable values results in positive impact in our local communities and throughout North Carolina.\u201d","cite":" James W. Narron, Narron Wenzel, P.A."},{"fieldset":"a1041e85dce54bfbb06baef3e3e70cb2","fieldset_slug":"_checklist","title":"How NCCF Helps Advisors","list_items":"NCCF team available to answer any questions you may have involving philanthropy \u2013 not just about NCCF \u2013 including questions about the causes and organizations your clients care most about\r\nAn established, reputable community foundation, NCCF will add value and philanthropic expertise to your already robust client relationships, ensuring your client\u2019s charitable intentions are carried out\r\nNCCF accepts <a href=\"https:\/\/www.nccommunityfoundation.org\/for-professional-advisors\/complex-assets\">illiquid assets<\/a>, a significantly beneficial service for your client and a business opportunity for you\r\nWealth advisors with a client or group of clients with $1 million or more in charitable funds at NCCF may participate in our <a href=\"https:\/\/www.nccommunityfoundation.org\/for-professional-advisors\/chipp\">Charitable Investment Partners Program<\/a> and maintain management of your clients\u2019 charitable assets\r\nCall us to set a no obligation meeting at any time to discuss charitable planning at NCCF with you and your client","gray_background":"No","button_text":"","button_url":""},{"fieldset":"85f5bb7017d4427b81c2c266921490be","fieldset_slug":"_newsletter"},{"fieldset":"458683df409c4ac9a3f9d1389daa0ac4","fieldset_slug":"_contacts","contact_1_image":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/Kathryn-Holding_2.jpg","contact_1_name":"Kathryn Roebuck Holding, J.D.","contact_1_title":"Vice President of Philanthropic Services ","contact_1_email":"kholding@nccommunityfoundation.org","contact_1_phone":"919-256-6932","contact_1_blurb":"For getting started","contact_2_image":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/Beth-Boney-Jenkins_2.jpg","contact_2_name":"Beth Boney Jenkins","contact_2_title":"Development Officer, East","contact_2_email":"bjenkins@nccommunityfoundation.org","contact_2_phone":"910-782-2895","contact_2_blurb":"For advisors and donors in eastern counties","contact_3_image":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/Jake-Pope-web.jpg","contact_3_name":"Jake Pope","contact_3_title":"Development Officer, Central","contact_3_email":"jpope@nccommunityfoundation.org ","contact_3_phone":"(919) 256-6917","contact_3_blurb":"For advisors and donors in central counties","contact_4_image":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/Megan-Lynch-Ellis_3.jpg","contact_4_name":"Megan Lynch Ellis","contact_4_title":"Development Officer, West","contact_4_email":"mellis@nccommunityfoundation.org","contact_4_phone":"828-355-4306 ","contact_4_blurb":"For advisors and donors in western counties"}]},"masthead":{"title":"","counties":"","affiliate_logo":"","sub_text":"","background_image":"https:\/\/nmcdn.io\/e186d21f8c7946a19faed23c3da2f0da\/7868d48393ef4e3bb7bca8cdf7bc2f20\/files\/Giving-Pinecones.jpg","caption":""},"latest_blog":{"post":""},"social_sharing":{"share_image":""},"the_latest":{"show_latest_posts_by":""}},"inMenu":false,"visibleTo":"Everyone","publishedAt":1632142676,"orderChildrenBy":"ordinal","enableComments":false,"permission":"read","inmenu":["1","1","1","1","1"],"id":"2b2b706b4cc9410cb130d40ae9ca32e7","parent":"a24c85d34ce9437bbfc9db696ccee814","node":100058,"created":1632142676,"modified":1680190380,"fresh":1,"type":"page","children":{},"relations":{}}