Community Foundation of Greater Greensboro

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Advise Your Clients

partners in helping your clients reach their charitable giving goals

Collaborating with us empowers financial advisors to offer philanthropic solutions that align with your client’s financial goals and charitable aspirations. As a trusted partner, the Community Foundation provides expert guidance and tailored strategies to enhance your client relationships. Join us in building a legacy of impact in Greater Greensboro by integrating philanthropy seamlessly into your practice. Together, we can achieve your client’s financial objectives while leaving a lasting imprint on our community.

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Talking Philanthropy with Your Clients

According to recent studies, 91% of high-net-worth individuals donate to charitable organizations. By engaging in conversations about philanthropy with your client, you have an opportunity to deepen your relationship and provide comprehensive, unbiased information so they may make good long-term decisions. The Community Foundation of Greater Greensboro is here to provide philanthropic resources you need.

When Should Advisors Have a Conversation about Charitable Giving?

  • Writing or revising a will or trust
  • Planning for year-end tax strategies
  • Preparing for the sale of a business or major asset
  • Planning for retirement
  • Receiving an inheritance
  • During annual financial reviews

The Community Foundation of Greater Greensboro makes it easy and meaningful to give back to Greensboro. Just ask the hundreds of individuals, families, businesses, and nonprofit organizations that have partnered with us. Your clients can join in making an immediate and lasting impact by establishing their own fund or giving to one of our existing funds.

Grow The Way You Give

Your clients can use this workbook as they begin thinking about charitable giving.

Whether your clients want to give today or in the future, we can help devise a strategy that matches their philanthropic interests. For more information, contact Cathy Knowles at cknowles@cfgg.org

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Advisor Toolkit

Your Resource for Tax-Savvy Giving Solutions

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.

What are the differences?

CFGG Donor Advised vs. a Private Foundation

A Donor Advised Fund at Community Foundation of Greater Greensboro (CFGG) offers the advantages of a private foundation without the set-up costs, ongoing excise taxes, and administrative expenses. Your gift receives more advantageous tax treatment, as well as reduced expenses and burdens, because CFGG is a public charity.

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Our Impact

Our goal as a charitable organization is to create a lasting impact in the Greensboro Community. We do this by building strong relationships with philanthropists and nonprofit organizations to understand goals and meet the needs of the community. Visit our blog to read the latest news and see the positive impact on our community when we work together.
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Women’s History Month: Honoring Founder Cynthia Doyle

Cynthia Doyle heard women across the country talk about something Greensboro was missing: a community foundation. The idea stuck with her. Within days, she was meeting with civic leaders and asking a simple but momentous question: Should Greensboro have one? The answer was yes.

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