• Personal philanthropic planning and guidance for individuals and families
• Facilitation of family engagement in philanthropy and generational succession planning
• Skilled investment management with support from Foundation For The Carolinas
• Legacy and planned giving assistance in collaboration with your professional advisors
• Endowment fund governance for individuals and nonprofit organizations
• Support with gifts of business interests and real property
• Grantmaking assistance for individuals and families for both Jewish and non-Jewish charitable organizations

Open a Donor Advised Fund or establish an Endowment Fund with FCJC and make an immediate impact in your community. Through our partnership with Foundation For The Carolinas, we accept a diverse range of assets, including cash, securities, real estate and closely held business interests.

For information about FCJC endowment funds contact Phil Warshauer at 704-973-4544.

Donor Advised Funds Assets We Accept 

The FCJC team is available to assist you in creating your own lasting philanthropic legacy to meet the future needs of our community. Since 2012, more than 400 individuals and families have become part of our Create Your Jewish Legacy (CJL) initiative and are recognized in our Book of Life Society. We will help you create your personal legacy plan to support your favorite charitable organizations.

The FCJC is deeply committed to the future of our Jewish community. We are proud to support the following local organizations, whether by advertising in their newspaper, managing their endowment funds or distributing grants as directed by generous donors.

Foundation for the Charlotte Jewish Community helps their donors support the organizations they value most, through donor advised funds, endowments and planned gifts.

2023 Donor Grantmaking

FCJC establishes its spendable income rate to balance near-term spending requirements with the long-term preservation of capital in endowed or quasi-endowed funds.

In compliance with North Carolina law – and leveraging the financial expertise of both our Investment Consultant, Mercer, and Foundation For The Carolinas' Investment Committee, FCJC carefully considers several factors, including current and forecasted economic and market conditions, to determine its annual spendable income rate.

For 2024, the spendable income rate is 4.25%. Your spendable amount is calculated by multiplying this rate by the average daily balance of your fund over the previous three calendar years or since fund inception (for funds less than three years old). Please note: As described in its fund agreement, a fund may have an alternative distribution plan or a different spendable income rate than listed above.

The FCJC Board reviews the spendable income rate annually.

Foundation for the Charlotte Jewish Community Donates $100,000 to the Israel Emergency Campaign

$1 billion in Legacy Commitments: An Effective Strategy to Build Your Endowment

FCJC offers a robust array of investment options designed to match your fund objectives, time horizon and risk tolerance. Investment pool options are available based on the size and type of your fund.

FCJC Investment Performance