A Trusted Partner for your Clients' Philanthropic Goals

Whether you are a financial advisor, attorney, insurance advisor, accountant, or investment manager, the Kernersville Foundation can be a valuable partner in your practice. Because philanthropy is personal, we take the time to understand your clients' hearts and intentions, and we work with you to match their giving goals with real local needs and opportunities.

Neutral Expertise Across a Range of Giving Vehicles

We are neutral community advocates with technical expertise in a broad range of planned giving options, from executing gifts of real estate, stock, or personal property to establishing donor-advised funds. We help you provide your clients with the best charitable giving strategies based on their unique financial situation, tax status, and giving goals.

Deep Knowledge of Local Needs and Organizations

When your clients want assurance that their charitable gifts will be used responsibly and make a real difference, the Kernersville Foundation can provide it. We work directly with nonprofit organizations throughout Kernersville and have in-depth knowledge of the programs and agencies working effectively across a broad spectrum of community needs. We can help your clients find the causes that resonate with them and give with confidence.

 

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Donor-Advised Funds

We serve as the vehicle for giving that many advisors seek for their clients. We can establish donor-advised funds, the widely used mechanism through which a client makes a charitable gift and remains personally involved in suggesting how those funds are used over time, even years into the future.

Charitable Bequests and Legacy Planning

We help plan and steward charitable bequests of estate assets, whether a client wishes to address a specific area of community need in perpetuity or give to multiple charities and causes through a single gift. We can manage legacy plans of varying complexity and ensure your client's intentions are honored.

Flexibility for Your Client's Existing Advisor Relationship

We offer clients the option to retain their current financial advisor as the investment manager for their philanthropic gift, so you don't have to step aside to make community philanthropy work for your client.

Why the Kernersville Foundation?

Community philanthropy is what we do. We help people find meaningful ways to support Kernersville, leave a lasting legacy, and do it in a way that genuinely benefits them as donors. At the same time, we strengthen the community by connecting donors with the causes that matter most to them.

Get in Touch

To explore a relationship with the Kernersville Foundation or for more information, contact us at [email protected].