Many clients expect their advisors to be full-service institutions. When charitable giving discussions arise and you choose to engage the Foundation as a resource, we will fully respect the client-advisor relationship that you already have. We can meet with you and your client jointly, provide charitable planning documents, and perform charitable due diligence. Partnering with the Foundation couldn't be easier for both you and your client.
The Winston-Salem Foundation has been fulfilling the charitable wishes of people in our community since 1919. We have been a trusted partner for generations of families. Our staff understands this community and the value of investing in our community through charitable giving.
A volunteer board of community leaders, thoughtful and expert staff resources, knowledge of and commitment to the community, proven asset management, and grantmaking expertise all ensure that your clients' charitable gifts will be carefully invested and administered according to their wishes.
The Foundation's staff can help structure a charitable vehicle to meet your clients' philanthropic and financial goals. We offer a variety of fund types that give them flexibility in their charitable planning. Donors may even recommend the investment manager for their charitable fund from the Foundation's extensive list of approved managers. Whether they choose to support local or national charities, we can help your clients make a lasting difference.