Kathryn Roebuck Holding, J.D.
Vice President of Philanthropic Services
919-256-6932
Start a Fund
Join us in our mission to make lasting and meaningful contributions in communities across North Carolina!
Establishing a fund at NCCF is an easy, effective way to invest in your community. You can support a cause you love to help students access higher education or create a fund with a flexible purpose. If you are still in the process of defining your philanthropic goals, we are here to offer guidance.
How Endowed Giving Makes a Difference
An endowment is a permanent fund that distributes the income it generates through NCCF’s prudent, long-term investment strategy, steered by our team of outside professional asset managers. Because your dollars are pooled for investment with other NCCF funds, you can maximize endowment growth and your giving. Up to 5% of the fund’s average balance over the past 12 quarters is available for distribution annually.
Types of Funds
NCCF offers many ways to meet your charitable goals, including donor advised funds to help streamline your giving, field of interest funds to support an area of interest, designated funds to benefit specific organizations or programs, and scholarship funds to support access to higher education. NCCF also works with nonprofits to establish agency funds to support their mission and operations.
Leave a Lasting Legacy
Building charitable giving into your estate plan allows you to preserve economic security today and carry out your charitable goals in the future. Our team works with you and your advisors to develop a plan that will enable you to leave a philanthropic legacy.
How to Start a Fund
When you are considering giving through the North Carolina Community Foundation, you will meet with a member of our team that supports your local community. We make it a priority to understand your goals, needs and charitable vision, and will work alongside you to develop a plan.
While many donors have a clear idea of the charitable impact they’d like to have, others may not. Consider these questions:
- What are your giving priorities?
- What difference would you like to make with your charitable giving?
- What level of tax benefit do you seek from your charitable gifts?
- How would you like your family or future generations to be involved?
Also consider which approach aligns with your goals:
- To support various charitable organizations at your recommendation.
- To support a variety of organizations in a certain geographic area or within a particular field, such as the arts, environment or affordable housing.
- To benefit one or more specific charitable organizations.
- To support students seeking higher education through scholarships.
- Do you plan on making a gift now or through your estate?
- What type of gift do you want to make? Read more about giving options.
- Make a gift of minimum required amount based on type of fund you establish.
Work with our staff to finalize a fund agreement that documents the name and purpose of your fund, as well as key contacts and succession plans.
Minimums and Fees
With a minimum contribution of $25,000 (or $40,000 for a scholarship fund), you may establish a named endowment by completing a legally binding agreement that outlines your charitable intent. We accept many types of charitable gifts, all tax-deductible to the fullest extent allowed by law.
All funds are subject to a minimum annual administrative fee. Learn more about our fees.
Ready to get started?
Contact our development team
