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Higher Education

Strategic Giving for Institutions of Higher Learning

At Charlotte Legacy Group, we partner with colleges, universities, and institutions of higher learning to help maximize donor impact through strategic charitable giving. We support fundraising professionals, development teams, and alumni associations in their mission to strengthen institutional funding through education, planning, and innovative gifting solutions.

Understanding the Unique Challenges You Face

  • Engaging existing donors to increase giving potential

  • Educating donors on tax-advantaged and strategic giving vehicles

  • Building long-term endowments and sustainable funding streams

  • Partnering with alumni who want to make meaningful contributions but lack a plan

  • Competing for attention and resources in a crowded philanthropic landscape

Strategic Solutions That Drive Impact

We work alongside foundation and development offices, alumni relations, and donor engagement teams to help institutions unlock the full giving potential of their donor base. Our approach combines financial strategic expertise with philanthropic insight, helping your supporters give more—and give smarter.

How We Help Institutions & Their Donors

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For Institutions

  • Customized educational workshops for existing and prospective donors

  • Strategic consulting with development and foundation teams

  • Partnership with alumni associations to drive engagement and giving

  • Long-term planning to increase endowment growth and major gifts

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For Donors

  • Life insurance gifting strategies

  • Planned giving and charitable trust solutions

  • Donor-advised funds and legacy planning

  • Maximizing tax efficiency while supporting causes they care about

Serving Institutions That Need Us Most

While we serve a range of institutions, we are especially passionate about supporting public and under-resourced private colleges, HBCUs, and smaller universities that depend heavily on donor support to fulfill their mission. We tailor our services to ensure these institutions can compete for major gifts and legacy contributions just as effectively as larger schools.

Let’s Build Your Giving Legacy—Together

If you're part of a foundation, development office, or alumni association looking to educate and empower your donors to give more strategically, we're ready to help. Let’s work together to strengthen your mission, increase your impact, and build legacies that last for generations.
Contact us today to schedule an introductory conversation or to learn more about our donor education workshops.
Get Started
Get Started

Your legacy isn’t just about money. It’s about meaning.

We’re here to help you build both.

Our Contact

Office: 704-371-8581
groupinfo@charlottelegacy.com

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Our Address

14819 Ballantyne Village
Suite 1100
Charlotte, NC 28277

Disclosure

Jeremy Ardrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #1359161), CA (CA Insurance License #4139824), DC, FL, GA, IL, KS, LA, MA, MD, MI, NC, NJ, NV, NY, OH, PA, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jeremy Ardrey is licensed and authorized to offer insurance in California and Arkansas, but Charlotte Legacy Group may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Jeremy Ardrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 704-371-8581. In this regard, this communication is strictly intended for individuals residing in the states of CA, IL, LA, NC, NV, OH, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Sterlyn Ardrey is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #20016991), CO, DC, FL, GA, IL, KS, LA, MA, MD, MI, MO, MS, NC, NY, PA, SC, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Sterlyn Ardrey is licensed and authorized to offer insurance in Arkansas, but Charlotte Legacy Group may not be. For additional information on Arkansas licensure status, please click here.

Sterlyn Ardrey is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 704-870-9630. In this regard, this communication is strictly intended for individuals residing in the states of LA, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

David Torrence is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of GA, NC, SC, and VA. No insurance business may be conducted outside the states referenced.

David Torrence is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 14819 Ballantyne Village Way Ste 1100, Charlotte, NC, 28277, 404-388-4891. In this regard, this communication is strictly intended for individuals residing in the states of CA, and NC. No offers may be made or accepted from any resident outside the specific states referenced.

Charlotte Legacy Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Charlotte Legacy Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • TEAM
  • COMMUNITY
  • EXPERTISE
    • Higher Education
    • Medical Professionals
    • Business & Personal Solutions
  • APPROACH
  • PROCESS
  • RESOURCES
  • CONNECT

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