For Professional Advisors

NCCF partners with professional advisors across the state to help your clients achieve their unique charitable goals.

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.

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.

How NCCF Helps Your Clients

  • Maximum charitable tax advantages through NCCF, a public charity
  • Philanthropic advisors with deep knowledge about the nonprofit landscape and greatest needs in North Carolina and your client’s local community
  • Diverse range of giving vehicles to achieve specific objectives and remain anonymous, if desired
  • Ability to accept and convert illiquid assets to charitable funds
  • Assurance that the donor's charitable intent will be carried out over time by a reputable charitable expert

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.

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

“One of the principal benefits offered by the North Carolina Community Foundation is the opportunity—and the vehicle—for 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’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.

How NCCF Helps Advisors

  • NCCF team available to answer any questions you may have involving philanthropy – not just about NCCF – including questions about the causes and organizations your clients care most about
  • An established, reputable community foundation, NCCF will add value and philanthropic expertise to your already robust client relationships, ensuring your client’s charitable intentions are carried out
  • NCCF accepts illiquid assets, a significantly beneficial service for your client and a business opportunity for you
  • Wealth advisors with a client or group of clients with $1 million or more in charitable funds at NCCF may participate in our Charitable Investment Partners Program and maintain management of your clients’ charitable assets
  • Call us to set a no obligation meeting at any time to discuss charitable planning at NCCF with you and your client

Sign Up for Our Professional Advisors Newsletter

Kathryn Roebuck Holding, J.D.
Director of Development
Email
919-256-6932
To begin, and for advisors and donors in central counties
Beth Boney Jenkins
Development Officer, East
Email
910-782-2895
For advisors and donors in eastern counties
Megan Lynch Ellis
Development Officer, West
Email
828-355-4306
For advisors and donors in western counties

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