Many clients expect their advisors to be full-service institutions.  When the charitable question is raised with your clients and you choose to engage the Foundation as a resource, we respect the relationship you have with your clients.  We can meet with you and your client together, provide you with needed charitable planning documents, and take care of the charitable due diligence.  We make partnering with the Foundation easy for you and your clients.

The Winston-Salem Foundation has been fulfilling the charitable wishes of people in our community since 1919.  We are a trusted partner for generations of families.  Our staff understands the community and value of investing in a community through charitable giving.

A volunteer board of community leaders, a thoughtful and expert staff, knowledge of and commitment to the community, proven asset management, and grantmaking expertise all ensure that your clients' charitable gift will be carefully invested and administered according to your clients' wishes.

The Winston-Salem Foundation's staff can help structure a gift to meet your clients' charitable and financial goals.  We offer a variety of fund types that give you and your client flexibility in charitable planning.  Your clients may even recommend the investment manager for their charitable fund from the Foundation's approved list of over 15 managers.  Whether they choose to support local or national charities, we can help your clients make a lasting difference.