Investment Options
The Community Foundation of Greater Greensboro offers four primary investment
Community Foundation of Greater Greensboro
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.
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
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.
Talking with Your Clients about Philanthropy
Talking Philanthropy According to recent studies, 91% of high net
Explore Fund Types at the Community Foundation
The Community Foundation of Greater Greensboro offers a wide variety
IRA Qualified Charitable Distribution
The IRA Charitable Rollover provision allows individuals who have reached
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.
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.
In the News
Walker Sanders: A legacy of opportunity: Investing in Guilford County Schools
At the Community Foundation of Greater Greensboro, we are deeply invested in the future of our community. Through our philanthropy, we strive to create a place where everyone has the opportunity to thrive — and that starts with ensuring our children have access to a high-quality education.
Grants
Community Foundation of Greater Greensboro Announces $1.5 Million in Grants
The Community Foundation of Greater Greensboro (“Community Foundation”) announces $1.5 million in nonprofit grants to support the Foundation’s focus on eldercare, health and wellness, economic mobility, and cultural vibrancy in the Triad. $1.1 million of these funds will support capital improvements for equipment, facilities, and housing for older adults through the Charles L. “Buddy” Weill Fund (“Weill Fund”), a permanent endowment of the Community Foundation.
Disaster Relief
Support Hurricane Helene Relief
Many of you have reached out to us about how best to support hurricane relief efforts. If you would like to give to and through a regional community foundation that serves specific counties and communities in western North Carolina, you have four options: