INVEST

Professional Advisors

A Foundational Partnership in Charitable Giving

At the Greater Cabarrus Foundation, we believe philanthropy works best when it’s collaborative. That’s why we proudly partner with attorneys, CPAs, financial advisors, insurance professionals, and other trusted experts to help clients achieve both their charitable goals and financial objectives.

You provide the trusted guidance—we provide the philanthropic expertise. Together, we help your clients make impactful gifts during their lifetime or as part of their legacy.

Why Partner with the Greater Cabarrus Foundation

We recognize and respect the essential role you play in your clients’ financial lives. Our mission is to enhance your client relationships, not compete with them. The Greater Cabarrus Foundation serves as a neutral, knowledgeable philanthropic resource, offering:

  • Customized giving strategies

  • Deep community insight

  • Local fund administration and grantmaking expertise

  • Efficient, low-cost fund options

  • Tax-advantaged solutions for current and planned giving

Whether your clients are focused on charitable tax strategies, estate planning, or values-based giving, we work side by side with you to create meaningful, flexible solutions that align with their broader financial plans.

How We Support You

  • Help your clients create a charitable fund that aligns with their passions. Gifts are tax-deductible in the year they’re made, and distributions can be made over time to support causes that matter most to them.

  • Preserve your clients’ values for future generations. Legacy giving through The Greater Cabarrus Foundation ensures that their philanthropic vision continues—while securing the most favorable income and estate tax benefits.

  • Have a client with highly appreciated stock, real estate, or business interests? We’re equipped to handle non-cash or complex asset donations, turning them into charitable capital while helping your client optimize tax outcomes.

Our Role in Your Client’s Financial Plan

Think of the Greater Cabarrus Foundation as your charitable giving back office. From drafting fund agreements to managing ongoing grant distributions, we make giving easy for both you and your client.

You stay in control of the client relationships. We provide expertise, infrastructure, and community insight to help your clients give with confidence and impact.

Common Giving Solutions We Facilitate

  • Greater Good Society Fund

    • Broad support for the county’s most urgent and emerging needs.

  • Field-of-Interest Funds

    • Focused giving to specific issues like education, healthcare, food and housing.

  • Designated Funds

    • Ongoing support for one or more named nonprofits.

  • Planned Gifts & Bequests

    • Wills, trusts, IRA distributions, and other legacy gifts.

Connect With Us

We look forward to answering any questions you may have. Send us a message using the form and a member of our team will get in touch with you shortly.