Community Foundation of Greater Greensboro
– Michael Bloomberg
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.
Join our community of changemakers, stay informed, and let’s build a stronger, more connected Greensboro together!
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.
We are experts on giving and can provide you with resources on fund types and giving strategies to meet your client’s objectives.
Our staff has the extensive local knowledge and relationships necessary to ensure your clients’ contributions can make the largest impact.
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.
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.
Networking opportunities at the Community Foundation of Greater Greensboro give you access to a network of professionals.
The Community Foundation of Greater Greensboro meets the stringent criteria set forth by the National Standards for U.S. Community Foundations.
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.
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.
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.
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.
Erin C. V. Bailey | Tuggle Duggins P.A.
Aaron Bennett | Carruthers & Roth
Mike Fisher | Diversified Trust Company
Keith Hiatt | Breslow, Starling, Frost, Warner & Boger
John Igharas | Piedmont Trust Company
Ron Johnson | Carruthers & Roth
Amy Kincaid | Schell Bray
Jennifer Koenig | Schell Bray
Ashley Madden (Chair) | GenCrest Capital Partners
Michael Mahoney | Northwestern Mutual
Martha Peddrick | Carruthers & Roth
Adam Tarleton | Brooks Pierce
Steven W. Arrington
The Arrington Firm, PC
Susan Beard, CRPC, CTFA | Regional Relationship Development Officer & Senior Wealth Advisor
Old North State Trust
Louise Maultsby Bristol | Special Counsel
Schell Bray
Ed Chaney | Member
Schell Bray
James Dean | CEO
JD Financial Group and Associates Inc.
Abby Donnelly | CEO Coach
The Leadership & Legacy Group
Deanne Ebel | SVP Trust and Wealth Advisor
Pinnacle Bank
Linda Erickson | Founder + Financial Advisor
Erickson Advisors
W. Scott Faircloth | Regional Managing Director
Truist Wealth
Bob Hudson | Partner and Wealth Management Advisor
Hudson Financial Services
Sue Hunt | Owner
Susan Hunt Law
John Igharas, ATFA | Director and Trust Officer
Piedmont Trust Company
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
John Mazza | Founder
Summerfield Wealth Advisors
Jennifer McCosley | Senior Wealth Advisor
Beacon Pointe
Davis McDonald | Special Counsel
Carruthers & Roth, P.A.
Ryan Newkirk | Partner
Granville Capital Inc.
Ted M. Oliver | Managing Director (Retired)
Davenport & Co. LLC
Erica G. Parker | Business Development Officer, VP
Fidelity Bank
Jerrold Pinsker
Pinsker Wealth Management, Inc.
Bob Plybon
Plybon & Associates
Ira Ross | Partner & Advisor
Spartan Planning Group
Joshua Scott, EA | Senior Tax Advisor
Joshua Scott Associates
Gosia Smulowitz | Managing Director
Selenza Generations
John (JT) Thomas | Managing Member
Stearns Financial Group
Chris Wagner | SVP
Morgan Stanley and Co.
Suzanne Wilcox, CPA, CFP | Principal
Diversified Trust Company
Joel Williamson | President
In His Hands Financial, LLC
Eric Wisco | Owner
Eric A. Wisco, C.P.A., P.A.
This Honorary Circle celebrates those whose leadership goes beyond business-it represents values, legacy, and purpose. Their guidance has helped shape not only the financial well-being of their clients but also the charitable impact they are able to make in our community and beyond.
Janet Ward Black*
Principal | Ward Black Law
Jim N. Duggins, Jr.
Director | Tuggle Duggins, PA
Bob D. Hudson
Wealth Management Advisor | Northwestern Mutual Life Ins. Co.
Buster R. Johnson, III
Principal | Diversified Trust Company, Inc.
Ron P. Johnson
Director | Carruthers & Roth, PA
Paul H. Livingston, Jr.
Member | Schell Bray, PLLC
Bill G. McNairy
Attorney | Brooks Pierce
Martha T. Peddrick
Retired Special Counsel | Carruthers & Roth, PA
Dennis Stearns, CFP
Founding Partner, Senior Wealth Advisor |
Stearns Financial Services
*Deceased
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.
Dismantling barriers and empowering women to step into male-dominated roles. A nonprofit called She Built This City trains women in carpentry, painting, plumbing, and wiring, and it’s with the help of the Community Foundation of Greater Greensboro.
On behalf of the volunteer Professional Advisors Committee of the Community Foundation of Greater Greensboro, I want to share some important news that could make your generosity go even further. On July 4, 2025, Congress passed the One Big Beautiful Bill (“OB3”), and starting in 2026, there are new opportunities for donors like you to maximize the impact of your giving.
At the Community Foundation of Greater Greensboro, we believe lasting change begins by truly listening to the people who live, work, and lead in this community every day.