Our Partners in Philanthropy
Financial planners, wealth managers and estate attorneys are instrumental in helping clients give back to their communities. For decades, Foundation For The Carolinas has partnered with advisors throughout the region to provide charitable guidance to their clients.
For additional information about legislation, giving vehicles, fund forms and more, visit our Advisor Resources page.
Advice and Resources
Field of Interest Funds: Legal Considerations
This article examines the benefits of Field of Interest Funds, to help you assist your clients in selecting the right vehicle(s) to meet their philanthropic objectives for both lifetime and
Advisor Needing Advice
Dear FFTC, I am a financial advisor and I recently started working with some new clients who need advice regarding charitable giving. I don’t have much expertise in this area, but
Helping You Help Your Clients
Meet some of our local partners and learn how they use FFTC as a resource to provide personalized service to their clients.
Meet Lauren Millovitsch
The estate planning and tax attorney from Davidson provides insight into next generation engagement.
Meet Jonathan Dry
The wealth manager from Charlotte reflects on his partnership and how the COVID-19 pandemic affected client giving.
Meet Kerri Mast
The wealth planner explains the value of the Investment Alliance program.