Our staff will work with donors who have multi-faceted objectives and complex gift situations. As your partner in charitable giving we can help you achieve successful outcome for you, for your clients, and for the community. If your client is considering the creation of a private foundation, we strongly encourage you to have them explore the advantages a community foundation can offer.
Convenience
We understand that your clients sometimes prefer to remain anonymous. Feel free to call us to explore an option or discuss a client situation. Even if this does not result in a charitable gift through the foundation, we want to hear from you. No question is too simple or complex for us. If we don't have the answer, we will find it for you. Please contact us about any aspect of charitable giving.
Experience
We want to help you communicate the benefits of a particular strategy so that your clients make well-informed decisions. We are committed to helping your clients achieve their financial and charitable goals and are experienced in customizing their charitable giving opportunities. Call on us for assistance in establishing a fund selecting an investment strategy and setting up an effective grant-making program. Many individuals, corporations, nonprofit agencies and organizations also decide to work with us because of our knowledge of local needs and our experience in local problem solving.
Permanence
Your clients will be rewarded by knowing their gifts will live on in the Pee Dee for generations. Our volunteer Board of Directors represents a cross-section of our community. They work hard to maintain high donor confidence about proper management of charitable gifts.
Economical
If each individual fund operated independently and had to recreate our services on its own, the cost would be enormous. But each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, each donor is backed by a staff who cares about them and their needs.
Donor Options
Your clients have several options to consider as they explore giving through our community foundation. These include determining:
- The type of fund that best meets their charitable giving goal
- The type of gifts to make as they grow the fund, and
- How they and family members will be involved in the giving process.
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