Professional Advisors

Advice for Advisors

Americans donated $358.38 billion to charity in 2014, according to Giving USA. That year, nearly all high net worth individuals — 98.4 percent — reported that they had made a contribution to a charity and nearly 85 percent of them said they plan to give as much or more over the next three years.

They give because they are passionate about a cause, they have a strong desire to give back and they want to have a positive impact on society and the world.

While it’s clear that supporting the causes they care about is very important to them, many high net worth individuals say they would like to have more conversations about their plans for giving with their advisors. And what matters most to them is having meaningful discussions about their values — early in their relationship with their advisors — not just the tax advantages that are associated with giving.

Why Partner With Us?

The Charlotte Community Foundation works with local nonprofits focused on a wide variety of causes that can help your clients ensure that their charitable wishes are carried out as they intend. We can help give you the tools and information you need to talk about charitable giving with your clients.

And as a community foundation, we also have the unique ability to accept complex gifts of tangible, intangible and real property and can work with you to make sure your clients meet their charitable goals.

Advisor Information

Chances are, your clients are already supporting causes they care about. As their advisor, you have the opportunity and expertise to help them ensure that their generous gifts have a maximum and lasting impact on the community, while also helping them take advantage of the tax savings that come with giving.

At the Charlotte Community Foundation, our goal is to partner with you as you help your clients plan for charitable giving. Whether your clients are interested in improving community health, supporting educational programs for students or are passionate about animals or the environment, we can help them make a difference – not just today, but for generations to come. Here are some of the fund types we offer. We’re happy to work with you any time to help you create a plan that matches your clients’ needs.

Types of Funds

Our Community Fund is among the most flexible way to support the community. The Community Fund allows the Foundation to decide how best to respond to the most pressing needs in Charlotte County now and in the future — needs that often could never have been envisioned when an initial gift is made.

Donor Advised Funds allow donors to actively participate in the grant-making process, recommending projects or nonprofit organizations they wish to support. Grants can be made to multiple organizations.

Designated Funds allow donors to support a specific nonprofit organization or cause. Then, if the original charity ceases to exist, becomes obsolete or is unable to perform their charitable purposes, Charlotte Community Foundation’s Board may redirect the funds to an organization providing similar services without an expensive legal process. Donors can create new funds or contribute to existing funds that are already serving their goals.

Agency Funds are created by a nonprofit organization. Many nonprofits also establish this type of fund for their own endowments through Charlotte Community Foundation and rely on our expertise to provide administrative management and sound investments that help their endowments grow over time.

Field of Interest Funds can be established to support a particular area of interest — anything from health and welfare to children’s causes or animal welfare. They can even be used to meet specific needs in a geographic area. These funds offer the maximum flexibility to support a particular area of interest, yet allow for response to community changes.

Scholarship Funds allow donors to structure benefits for students at any educational level — for example, high school students entering college or adults continuing their education. Funds may be designated for specific areas of study, for specific institutions or for particular regions.

*For legal reasons, the Charlotte Community Foundation Board of Directors must give final approval over all grants and scholarships awarded.