What The CAPTRUST Community Foundation does

The CAPTRUST Community Foundation (CCF) is a 501(c)(3) nonprofit charitable organization founded in 2007 by CAPTRUST employees and headquartered in Raleigh, North Carolina. Its mission is to enrich the lives of children through two core program areas: grantmaking to vetted 501(c)(3) charities and a free Financial Literacy Program for teenagers launched in 2021. The foundation is funded primarily by CAPTRUST employee donations, which are matched dollar-for-dollar by CAPTRUST, supplemented by public donations through its website portal and virtual fundraising events. All board members and representatives serve as volunteers, with no salaries or overhead costs charged against donations, allowing 100% of contributions to flow to programs.

CCF operates three grant programs: National Partnership Grants awarding up to $25,000 each to up to five organizations annually, a Charity of Choice designation providing $100,000+ to one anchor organization (nearly 40% of the annual giving budget), Employee Grants of up to $2,500 each submitted by CAPTRUST employees for approved charities, and Crisis Grants representing more than 10% of the annual budget for disaster and crisis response. The Financial Literacy Program is delivered free of charge by CAPTRUST employee volunteers to schools and community organizations, covering budgeting, car ownership, compound interest, investing, entrepreneurship, and college planning in 30-60 minute presentations. Distribution occurs through a website donation portal, payroll deduction channels, web-based grant application portals, and in-person volunteer presentations.

The foundation operates as a community-led, employee-driven charitable vehicle within CAPTRUST's corporate structure, with a 13-person volunteer leadership team including President Heather Shanahan and dedicated chairs for Grants, Financial Literacy, Fundraising, Marketing, Volunteer, and Regional operations. In 2025, CCF distributed $1,804,292 across 255 grants while contributing 4,851 volunteer hours, up from $5,000 in its inaugural year. The organization serves children and families through partner nonprofits nationwide, with anchor Charity of Choice recipients spanning childhood cancer support, poverty alleviation, and crisis intervention causes.

Name

The CAPTRUST Community Foundation

Legal name

CAPTRUST Community Foundation

Website

https://captrustcommunityfoundation.org

Company type

Private

Founded year

2007

Operating status

Operating

Short description

The CAPTRUST Community Foundation is a 501(c)(3) nonprofit founded in 2007 by CAPTRUST employees, funding vetted charities serving children through grants and delivering a free Financial Literacy Program to teenagers, with 100% of donations directed to programs via volunteer operations.

Ownership category

akta.pro rank

Product category

Nonprofit Foundation and Grantmaking

NAICS

Grantmaking Foundations (813211), Other Grantmaking and Giving Services (813219)

SIC

Services-Social Services (8300)

akta.pro primary industry

Public Charities & Grantmaking Intermediaries (BPAGAKAE)

akta.pro secondary industry

College Access, Scholarships & Student Success Nonprofits (BPAGADAE)

Keywords

• Charitable grantmaking
• Nonprofit foundation
• Financial literacy education
• Community philanthropy
• Youth services

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Others, Operations, Marketing or Sales

Revenue model

1. Employee Donations: The majority of funding comes from CAPTRUST employee donations, which are matched dollar-for-dollar by CAPTRUST company contributions. This creates a sustainable giving stream that has grown from $5,000 in the first year (2007) to over $1 million annually.
2. Individual Donations: Public donations accepted through the website donation portal for general purposes, specific programs (Pancake Breakfast, CAPTRUST Cup), or general foundation budget.
3. Payroll Deduction: CAPTRUST employees can set up payroll deductions for charitable giving, with employer matching, providing a recurring donation mechanism.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

The CAPTRUST Community Foundation is a 501(c)(3) nonprofit that awards grants to 501(c)(3) charitable organizations serving children through National Partnership Grants, Employee Grants, Crisis Grants, and an annual Charity of Choice designation. The foundation also delivers a free Financial Literacy Program that teaches teens budgeting, car ownership, compound interest, investments, entrepreneurship, and college planning through CAPTRUST employee volunteer presenters. All operations are run by volunteer CAPTRUST employees and funded primarily by employee donations matched dollar-for-dollar by CAPTRUST.

Product overview

The CAPTRUST Community Foundation is a 501(c)(3) nonprofit focused on enriching the lives of children through two main program areas: grant-making and financial education. The foundation operates three grant programs (National Partnership Grants, Employee Grants, and Crisis Grants) that distribute funding to vetted 501(c)(3) organizations aligned with its mission. Additionally, the Financial Literacy Program, launched in 2021, provides free educational presentations to teens covering budgeting, investing, entrepreneurship, and college planning topics. The foundation also maintains an online donation system for financial contributions.

Differentiator

Problem solved

Functional benefit

Products and services

• National Partnership Grants Annual grant program supporting 501(c)(3) charitable organizations. Up to five organizations receive $25,000 grants, and one is selected as Charity of Choice for a $100,000 grant with project support.
• Employee Grants Grant program allowing CAPTRUST employees to submit requests for small grants to approved charities that support the foundation's mission, with vetted organizations receiving up to $2,500.
• Crisis Grants Emergency grant program designed to help charities assisting those severely impacted by natural disaster or crisis, with more than 10 percent of annual gift-giving budget dedicated to targeted crisis support.
• Charity of Choice Grant Annual designation in which one 501(c)(3) nonprofit is selected as Charity of Choice to receive a grant of $100,000 or more along with project support. The foundation sets aside nearly 40% of its annual giving budget for this purpose.
• Financial Literacy Program Free educational program launched in 2021 teaching teens financial literacy topics including budgeting, car ownership costs, compound interest, investments, entrepreneurship, and college planning. Programs are presented by CAPTRUST employee volunteers and typically last 30-60 minutes.

Quantifiable outcome

• $1,804,292 donated in 2025 across 255 grants with 4,851 volunteer hours
• +1 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves5 records

Expansion highlights4 records

Emerging players

• National Children's Alliance: A national nonprofit network focused specifically on children's advocacy and child advocacy centers. Comparable as a children's-focused funding intermediary that CCF's grantees could partner with, though it operates as a member association rather than a grantmaking foundation.
• Khan Academy: A free online education platform frequently cited as a beneficiary of youth financial literacy and education grantmaking. Comparable as a potential downstream partner for CCF's Financial Literacy Program donations, though it operates as a direct education provider rather than a grantmaking entity.

Broad incumbents

• Wells Fargo Foundation: Corporate foundation of Wells Fargo running employee matching, volunteer, and grant programs. Comparable through the corporate-matched-employee-giving structure, though it serves a far broader mission than children-only.
• Vanguard Charitable: Donor-advised fund sponsored by Vanguard, another financial advisory competitor of CAPTRUST. Comparable as a financial-services-linked philanthropic vehicle, though structurally a donor-advised fund rather than a direct grantmaking foundation.
• Schwab Charitable Fund: Donor-advised fund sponsored by Charles Schwab, another financial advisory peer to CAPTRUST. Relevant as an adjacent financial-services-affiliated charitable vehicle, though it is far larger and donor-advised rather than direct-grant focused.
• Fidelity Investments Charitable Gift Fund: The largest donor-advised fund sponsor in the U.S., affiliated with Fidelity. Comparable in the financial-services-philanthropy intersection but operates a donor-advised fund model at much greater scale rather than direct grantmaking.
• Goldman Sachs Foundation: Corporate foundation of Goldman Sachs with a strong youth-education and workforce-development focus. Comparable as a financial-services-affiliated grantmaker targeting youth outcomes, but operating at vastly greater scale than CCF.

Direct peers

• Triangle Community Foundation: A Raleigh, NC-based community grantmaking foundation focused on the same Triangle region where CCF is headquartered. Comparable as a geographically overlapping grantmaking entity supporting local nonprofits, though CCF's scope is broader (national partnerships) and narrower in mission (children only).
• T. Rowe Price Foundation: Corporate-affiliated grantmaking foundation of T. Rowe Price, a financial advisory firm closely analogous to CAPTRUST. Operates an employee-driven giving and matching program and supports youth-focused causes — the closest structural analog to the CCF model.
• Edward Jones Foundation: Charitable arm of Edward Jones, a financial advisory firm with a similar advisor-network footprint to CAPTRUST. Comparable through its corporate matching and volunteer-driven giving program supporting community nonprofits.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

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M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The CAPTRUST Community Foundation