About Your Community Foundation Foundation For The Carolinas (FFTC) Established in 1958 Supporting 13 county region in NC & SC Part of a national network of over 800 community foundations Full service “Center for Philanthropy” Materials are personal and confidential

inspires philanthropy Mission Foundation For The Carolinas inspires philanthropy and empowers individuals to create a better community Materials are personal and confidential

FFTC Exponential Growth Risen from #32 in 2000 to #6 in 2017 6th largest in U.S. by assets (of 800+ U.S. community foundations) $2.4B in assets owned or represented as of November 2017 Historically Top 5 in U.S. in annual gifts to funds ~$498M* in gifts invested in FFTC funds in 2016 Historically Top 5 in U.S. in annual grants distributed to public charities ~$312M* in grants distributed to nonprofits in 2016 *Preliminary/unaudited figures Materials are personal and confidential

Our Regional Affiliate Footprint North Carolina Cabarrus County Community Foundation Charlotte-Mecklenburg Community Foundation Cleveland County Community Foundation Cole Foundation in Richmond County Iredell County Community Foundation Lexington Area Community Foundation Lincoln County Community Foundation Salisbury-Rowan Community Foundation Stanly County Community Foundation Union County Community Foundation South Carolina Cherokee County Community Foundation Lancaster County Community Foundation York County Community Foundation Materials are personal and confidential

Materials are personal and confidential FFTC Governing Board Kendall Alley Wells Fargo Gwin Barr (Salisbury) Civic Leader Jesse Cureton Novant Health Al de Molina Regional Management Corp. Lynn Good Duke Energy Venessa Harrison AT&T North Carolina Barnes Hauptfuhrer Chapter IV Investors Jewell D. Hoover (Union) Hoover and Associates Howard Levine Howard R. Levine Foundation Todd Mansfield, Chair Crescent Communities Fritz Nauck McKinsey & Company Kevin Roche Lynne Scott Safrit (Cabarrus) Ruth Shaw Eugene “Gene” Woods Carolinas HealthCare System Materials are personal and confidential

FFTC Centers for Giving Center for Personal Philanthropy Planned giving and succession planning Structuring charitable gifts Customized philanthropic services Center for Nonprofit Sustainability Comprehensive endowment management Cost effective, custom investment solutions Planned giving, legal and financial expertise Center for Corporate Philanthropy Supports charitable goals of local businesses Cost effective solutions for charitable giving Innovative charitable programs Robinson Center for Civic Leadership Addresses the region’s most pressing challenges Common ground for thought leadership “Test lab” for community problem-solving Materials are personal and confidential

Common Priorities: Corporate Philanthropy Be a good “corporate citizen” and also: Establish/strengthen community presence Attract, support and retain employees Leverage a variety of resources Financial, human, in-kind/product Align with a cause to complement corporate priorities/brand positioning 7 Materials are personal and confidential

Center for Corporate Philanthropy Supporting businesses in philanthropy since 1980 Center established in 2004 Currently 80+ corporate funds Provide custom services to corporations of all sizes Services range from strategy to execution to evaluation Examples: Family Dollar, Duke Energy, Belk, SPX Flow Access to philanthropic networks & best practices Peer community foundation network Charlotte Community Affairs Professionals (CCAP) Materials are personal and confidential

Materials are personal and confidential CCAP Membership Mission: To learn and share information among corporate community affairs professionals and corporations in order to better serve the communities where we live, work and do business. Accenture Charter Communications PNC Financial Services Ally Financial Delhaize America (Food Lion) Positec Tool Corporation Alston & Bird LLP Dixon Hughes Goodman LLP Pwc Bank of America Duke Energy Publix Belk, Inc. IBM Corporation SPX FLOW BlueCross BlueShield of NC Ingersoll Rand TIAA Brighthouse Financial Lowe’s Truliant Federal Credit Union Carolina Panthers LPL Financial UTC - Aerospace Systems Carolinas HealthCare System Northwood Office Wells Fargo Charlotte Hornets Novant Health Charlotte Knights Piedmont Natural Gas Materials are personal and confidential

Vehicles for Corporate Philanthropy Corporate Donor Advised Fund Executive Donor Advised Fund Corporate Scholarship Funds Select Matching Gift Funds Private Foundation Services Employee Relief Funds through E4E Relief Materials are personal and confidential

Materials are personal and confidential Kandace McDonah Mary Gallivan FFTC Tech Talent South kmcdonah@fftc.org mary@techtalentsouth.com 704.973.4565 704.612.6681 Julie Caldwell E4E Relief jcaldwell@e4erelief.org 704.973.4539 Materials are personal and confidential