Fundholder Services

As your partner in philanthropy, The Community Foundation invites you to take advantage of our services for fundholders. You have chosen to make the most of your charitable intentions by opening a fund with us and we are here to help.

Philanthropic Advisors

The Community Foundation’s goal is to help you give easily, happily and strategically. You can call on us for the tools and information you need to meet your philanthropic goals. We will provide opportunities for you to learn about specific charitable organizations and issues, and can match you to causes and projects that fit your interests. We can help you develop your legacy, meet other donors and learn more about our community.

If you have a fund and would like to recommend a grant to a nonprofit, you can log in to Donor Central or download the grant recommendation form.

Donor Central

Donor Central provides quick and convenient online access to your donor advised fund(s). You’ll be able to access:

• Fund Summary
• Gift History (contributions)
• Grants Paid and Pending (grants recommended from your fund)
• Fund Balance (at most recent month’s end)
• Recent Quarterly Statement(s)

In Donor Central, you can learn more about new programs and projects across the region open for funding. To activate Donor Central for your fund, email Spencer Butler or call 828-254-4960.  If you already have a Donor Central account, log in to begin.

Giving Wisely

Donors who give through The Community Foundation have access to expertise developed through our long experience with the nonprofit community. Our staff is available to discuss your charitable intentions and help you formulate a giving strategy. We can research local nonprofits, recommend specific organizations and connect you to other experts.

Partners in Giving

Like most donors, you will probably use your charitable fund to make gifts to organizations you know well. But if you want to learn more about the needs in a particular field, such as education, children, the arts, women’s issues or a specific part of our region, you may want to become a Partner-in-Giving.

As a Partner, you will have inside access to emerging programs and projects in the areas you most care about. Twice a year, you’ll be invited to review grant requests in your areas of interest. You may choose to fund all or part of these proposals, with no obligation for support.

More than 25 donors use the Partner-in-Giving program to support effective organizations in partnership with the Foundation. Because we have unique opportunities to leverage common interest and pool resources, these grants have a meaningful impact in our region. For more information, contact Spencer Butler, Donor Services Associate.

Financial and Investment Expertise

The thoughtful stewardship of the assets in The Community Foundation’s care is a core responsibility. We have a sustained record of prudent investment management and offer fundholders the option to recommend investments among multiple portfolios. Fundholders are able to access institutional quality investments and capitalize on the benefits of a multi-manager, diversified approach by working with us. We are experienced in gifting complex gift assets and can help with complicated transactions.

Investment and Stewardship

The thoughtful stewardship of The Community Foundation’s assets is a critical responsibility of the board of directors. The Foundation’s investment program utilizes multiple levels of oversight in managing assets for the benefit of Western North Carolina.