Donor-Advised Fund Management

A charitable fund that 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.

Current Donor Advised Funds

  • Charlotte Metro Credit Union Foundation
  • Coastal Credit Union Foundation
  • Duke University FCU
  • MTC FCU Foundation
  • NC Government Employees Disaster Relief Fund
  • Palmetto Citizens FCU
  • Piedmont Advantage Fund
  • Tarheel Chapter Fund
  • Truliant FCU Foundation
  • Upstate SC Credit Union Annual Giving Campaign