Community Foundation of Greater Greensboro

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“If you want to do something for your children and show how much you love them, the single best thing -by far- is to support organizations that will create a better world for them and their children”

“If you want to do something for your children and show how much you love them, the single best thing -by far- is to support organizations that will create a better world for them and their children”

– Michael Bloomberg

ADVISORS

We’re partners in helping your clients realize their charitable giving goals.

As your philanthropic partner, we strengthen your client relationships by serving as a specialist in philanthropic education and charitable giving goal setting while keeping your client’s financial, personal, and business objectives in mind. We can assist you behind the scenes or in any capacity that helps you best deliver true value and expertise to all those you serve. 

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THE BENEFITS OF PARTNERING WITH THE cOMMUNITY fOUNDATION oF gREATER gREENSBORO

Reputation

We’ve been a trusted partner in the community for more than 35 years, with approximately 700 funds and close to $300 million in assets.

Knowledge

We are experts on giving and can provide you with resources on fund types and giving strategies to meet your client’s objectives.

Connections

Our staff has the extensive local knowledge and relationships necessary to ensure your clients’ contributions can make the largest impact.

Options

We offer a variety of investment pools as well as outside managed pools for aggregate fund balances of $500,000 or more that allow you to be actively involved in your client’s investment strategy.

Flexibility

We offer a wide variety of options to give. Donations to CFGG are immediately tax deductible, inexpensive, and easy to set up. You can make grants anonymously. Your fund balance and grantmaking activity are confidential and can be seen only by you, unlike a private foundation where this information is public.

Access

Networking opportunities at the Community Foundation of Greater Greensboro give you access to a network of professionals.

Accountability

The Community Foundation of Greater Greensboro meets the stringent criteria set forth by the National Standards for U.S. Community Foundations.

Advisor Toolkit

The benefit of working with us

We take our role as philanthropic experts in our community very seriously, and we are eager to assist you in serving your clients with tax, legal, and regulatory insights and information regarding tax-savvy charitable giving vehicles. Feel free to use the following resources while preparing plans for or meeting with your clients. If you have questions or would like to request that our staff join you in discussions with your clients, contact us.

Investment Management and Options

We pledge to be good stewards of your charitable assets. Our overarching investment purpose is adherence to a sound investment policy that balances annual spending (grant) needs with the preservation of the real (inflation-adjusted) value of assets. In other words, today’s endowment contributions will be prudently invested, provide an annual funding stream, and at a minimum maintain purchasing power in perpetuity.

EXPLORE OPTIONS

Professional Advisors Committee and Network

The Professional Advisors Committee is supported by the Development and Donor Engagement Department.  Its mission is to encourage more charitable giving by individuals, families and organizations to the causes most important to them and to heighten awareness of the benefits of giving through the Foundation within the professional community of advisors.  The Committee is led by a chair as appointed by the Board Chair.

Focus Areas

Encouraging more charitable giving by individuals, families, and organizations to the local causes most important to them.

Heightening awareness of the advantages of giving through the Foundation within the larger community of professional advisors.

Educating the community of professional advisors on the benefits of partnering with the Community Foundation. 

Meet the Professional Advisors Committee

Susan Beard  | Old North State Trust

Aaron Bennett | Carruthers & Roth

Sam Cone | Cone Wealth

Keith Hiatt | Breslow, Starling, Frost, Warner & Boger

Ron Johnson | Carruthers & Roth

Amy Kincaid | Schell Bray

Jennifer Koenig | Schell Bray

Ashley Madden (Chair) | Hutchinson Family Offices

Michael Mahoney | Northwestern Mutual

Jennifer McCosley | Beacon Pointe

Tamisha Keith | Duke University

Martha Peddrick | Carruthers & Roth

Dennis Stearns | Stearns Financial Services

Adam Tarleton | Brooks Pierce

Chris Wagner | Morgan Stanley

Suzanne Wilcox | Diversified Trust Company

Meet the Professional Advisors Network

Steven W. Arrington
The Arrington Firm, PC

Erin C. V. Bailey | Director
Tuggle Duggins P.A.

Louise Maultsby Bristol | Special Counsel
Schell Bray

Ed Chaney | Member
Schell Bray

James Dean | CEO
JD Financial Group and Associates Inc.

Deanne Ebel | SVP Trust and Wealth Advisor
Pinnacle Bank

W. Scott Faircloth | Regional Managing Director
Truist Wealth

Mike Fisher | Principal
Diversified Trust Company

Bob Hudson | Partner and Wealth Management Advisor
Hudson Financial Services

Sue Hunt | Owner
Susan Hunt Law 

Kim Ketchum | Owner
Ketchum & Company 

Phyllis G. Lancaster | Partner 
Mission Wealth Management

Kristin Landrum 
Tuggle Duggins, PA

Davis McDonald | Senior Counsel
Carruthers & Roth, P.A.

Jerrold Pinsker
Pinsker Wealth Management, Inc.

Ira Ross | Partner & Advisor
Spartan Planning Group

John (JT) Thomas | Managing Member
Stearns Financial Group

Our Impact

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