News & Resources for Advisors

Resources for advisors

Our materials can help you talk to your clients about planned giving. Click on the links to download a PDF with more information.

Power of Endowment: We join generous people together, combining resources to make an exponential, permanent impact in North Carolina communities. Through pooled assets and a long-term investment approach, NCCF preserves the original gift, granting out the earnings to charitable organizations in perpetuity.

Charitable Giving Guide: What you need to know about establishing a charitable fund with us and an overview of some of the philanthropic services we provide to fundholders.

Charitable Investment Partners Program (ChIPP)

For Wealth Advisors: When your clients raise the issue of philanthropy and wish to have you continue managing their charitable assets, partner with NCCF through the Charitable Investment Partners Program.

For Donors: A detailed look for your clients about how this custom investment option works.

Gifts

Assets Accepted: We accept a variety of assets, allowing for flexible giving.

Closely-Held Stock Gifts: Closely-held stock can be an excellent charitable gift and, for the maximum tax benefit, is contributed before any liquidation event including retirement, selling a business, taking a company public or merging with another business.

Real Estate Gifts: Gifts of real estate can vary widely and often make an excellent choice for those who want to use illiquid assets for charitable giving.

Types of funds

Comparing Giving Options (Donor Advised Funds vs. Foundations): While private foundations may be appropriate for some families, the administrative requirements and operating costs can be substantial. DAFs provide a flexible and cost-effective option.

Designated Scholarship Fund: Provides an annual distribution to a high school, university, community college or other educational institution to provide scholarships to eligible students based on your clients' criteria.

Designated Scholarship Fund (For High Schools): Established with a gift, this charitable endowment provides a perpetual annual grant to an educational institution for scholarships to eligible students.

Donor Advised Fund (Endowed): Set with the goal of preserving your client's gift and providing perpetual support to the nonprofits they choose.

Donor Advised Fund (Gift Fund): Held in cash to preserve liquidity, this fund must maintain a minimum balance of $10,000 and has no spending restrictions.

Donor Advised Fund (Invested Gift Fund): Supports the nonprofits of your client's choice and maintains a minimum balance of $100,000, with no spending restrictions.

Field of Interest Fund (Donor Advised): Supports the donor's specific field or geographic area they wish to support, while maintaining the ability to advise annual grants to nonprofits operating within that area.

Field of Interest Fund (Non-Donor Advised): Supports a specific area of interest defined by the donor and a named fund advisor determines grant recipients.

Scholarship Fund: Helps students have access to quality education and learning opportunities.