Advisor Insights

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

Continue managing your clients' assets with our Investment Alliance Manager Program.

This article examines the benefits of Field of Interest Funds, to help you assist your clients in selecting the right

Dear FFTC, I am a financial advisor and I recently started working with some new clients who need advice regarding charitable

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.