Explore Fund Types at the Community Foundation
The Community Foundation of Greater Greensboro offers a wide variety
Community Foundation of Greater Greensboro
“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.
Get the Latest News
SIGN UP FOR OUR NEWSLETTER
Join our community of changemakers, stay informed, and let’s build a stronger, more connected Greensboro together!
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.
IRA Qualified Charitable Distribution
The IRA Charitable Rollover provision allows individuals who have reached
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.
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
Linda Erickson | Founder + Financial Advisor
Erickson Advisors
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
Rosemary Ireland
Rosemary R. Ireland, CPA, PLLC
Kim Ketchum | Owner
Ketchum & Company
Phyllis G. Lancaster | Partner
Mission Wealth Management
Kristin Landrum
Tuggle Duggins, PA
Michael LoNano | President
LoNano Financial Advisors
Davis McDonald | Special Counsel
Carruthers & Roth, P.A.
Ryan Newkirk | Partner
Granville Capital Inc.
Jerrold Pinsker
Pinsker Wealth Management, Inc.
Ira Ross | Partner & Advisor
Spartan Planning Group
John (JT) Thomas | Managing Member
Stearns Financial Group
Joel Williamson | Financial Advisor
Edward Jones
Our Impact
Stay informed about the latest news and updates from the Community Foundation of Greater Greensboro by signing up for our newsletter. Follow us on social media to keep up with our events, initiatives, and community impact stories.
CFGG Team
Celebrating Hispanic Heritage Month with the Community Foundation of Greater Greensboro
As part of our celebration, the CFGG Equity Team came together to prepare a special lunch inspired by Latin cuisines from different parts of the Americas. Team members Megan Quinones and Martin Acevedo took the lead, cooking up a delicious assortment of authentic dishes that represented their cultural roots. From savory flavors to sweet delights, this meal provided a taste of the rich diversity within the Hispanic and Latinx communities, offering a flavorful journey through the different regions of Latin America.
Advisors
Community Foundation Announces Philanthropic Leadership Award
The Community Foundation of Greater Greensboro (CFGG) has awarded estate planning attorney and civic leader with its inaugural Philanthropic Leadership Award. This award recognizes an outstanding professional advisor who demonstrates a deep commitment to philanthropy in both their professional practice and personal endeavors.
Legacy
Legacy Spotlight: Betty Jo Forrest
“Returning to my hometown of Greensboro, after spending many years away, has been a pleasure. There is so much beauty here