Charitable Giving Fund Management

For more than 30 years, the Carolinas Credit Union Foundation has served as a partner in philanthropy to credit unions, with a mission to empower and inspire credit unions in the Carolinas through collaboration and philanthropic leadership. Our fund management services allow credit unions, chapters and our business partners an opportunity to streamline charitable giving. Whether creating a Foundation to support your community, ensuring your employee’s financial health, providing scholarships or accepting donations for fundraising events, the Foundation’s fund management services can be your resource!

Resources for Credit Unions

A donor advised fund benefits the community and your credit union.

If your credit union is considering its own foundation, a Donor Advised Fund offers significant benefits and is an excellent way to carry out your charitable wishes. A Carolinas Credit Union Foundation Donor Advised Fund gives your credit union the flexibility of its own foundation without the task of starting and managing a private foundation.

A Carolinas Credit Union Foundation Donor Advised Fund offers many of the advantages of a private foundation without the initial set-up costs, ongoing excise taxes, and administrative expenses. By working with the Carolinas Credit Union Foundation, your credit union will avoid the continued compliance and reporting requirements as well as a separate accounting system to track your nonprofit’s financials.

With a Donor Advised Fund you can simplify and improve your credit union’s charitable giving because donors including both individuals and organizations) can leverage the tax deductibility of donations.

Click here to download the Donor Advised Fund Handbook.

As an advisor, please click here to submit your secure grant recommendation form.

Current Donor Advised Funds

Allegacy FCU Foundation

CARO Impact Project

Civic Foundation *

Coastal CU Foundation *

Duke University FCU

Greenville FCU Foundation

MTC FCU Foundation

Palmetto Citizens FCU Foundation*

REV #UpTheGood Foundation

Skyla FCU Foundation

SPC Cares Foundation

Spero Financial HOPE Fund

Truliant FCU Foundation

* now a separate 501(c)(3)
* managed accounting services, a separate 501(c)(3)

Your credit union can provide financial assistance in times of hardship.

Credit unions recognize that the financial health and well-being of employees is key to providing excellent service to members. When financial setbacks such as a serious illness impact employees, credit union sponsored hardship funds can provide a lifeline of support during challenging times. In addition to supporting the mission and values of credit unions, these funds can be an attractive employee recruitment and retention tool. The Foundation offers a turn-key solution to ensure both a confidential and fair process for employees to receive financial support when it matters most.

Current Hardship Funds

Allegacy Employee Relief 

Carolina Foothills Employee Relief

Champion CU Employee Hardship

Champion CU Member Hardship

Duke Univ. FCU Hardship 

Founders Employee Relief 

Palmetto Staff Assistance 

SAFE Community Relief 

Skyla Cares Employee Hardship

SPC Cares – Down Payment Assistance

SPC Member Relief

Spero Love

Summit Cares

Truliant FCU Employee Relief

Vizo Financial Employee Relief

Support your members’ educational future.

The Carolinas Credit Union Foundation’s Scholarship Fund Management Program, which is comprised of a collection of funds from individual credit unions, was established to help credit union members in North and South Carolina with higher education expenses. By partnering with the Foundation, all communications to applicants and disbursement of funds to schools is handled. Credit unions are able to use the Foundation’s secure online application and judging portal but can also elect to use its own application.

All scholarship applicants are also eligible for consideration by the Carolinas Foundation for its academic and needs-based scholarships, including credit union employees. In total, more than $500,000 in scholarship funds are disbursed each year by the Foundation on behalf of credit unions across the Carolinas. The scholarship cycle runs from October to the beginning of February each year. For more information and resources for applicants, visit the Foundation’s Scholarship Resources Center.

Resources for Credit Unions

Current Scholarship Funds

Acclaim FCU’s Ed Thomas Community Service 

Allegacy FCU

Blue Flame CU

Bragg Mutual FCU

Carolina Foothills FCU

Carolina Trust FCU Community Service & Legacy

Carolinas Telco FCU Legacy

Champion CU A. Roland Leatherwood Memorial

Civic FCU

Coastal CU

Cooperative Council of the Carolinas’

Jim Graham Leadership

Curis Financial CU

Greenville FCU

Lion’s Share FCU

Members Credit Union’s Betty Stevenson & General

MTC FCU

Neighbors United FCU

Palmetto Citizens FCU

Piedmont Advantage CU

Revity FCU

SAFE FCU

Sharonview Team Phil Abrams & Sharonview CARES Paul Paliyenko

Skyla CU’s Herman Hoose

SPC CU

Summit Credit Union’s Elizabeth Hamilton

Telco Community CU

Truliant FCU’s Fred Sarda & Clyde Padgett

Vision Financial

Let us help with your fundraising events.

Working with chapters, credit unions and business partners, the Carolinas Credit Union Foundation is assisting with the coordination of fundraising events across the Carolinas to support our local non-profits.

Current Fundraising Funds

Carolinas Cup

Carolinas CUDE Network

Carolinas Clay Classic

SC Sister Society

Tarheel Chapter Fund

Upstate SC CUs Annual Giving Campaign

Professional and Development Grant Funds

Carolinas CUDE Scholarship

CUsTogether Conference

Eric Stiff Heart of Service Scholarship

Hamilton Professional Development Grants

Hamilton INSPIRE Scholarship

 INSPIRE Emerging Leaders Scholarship

NC CU Division’s Rod Caviness

Philanthropy Summit

Vizo Financial Empowerment Grants