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Professional Advisors
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 As a professional advisor, you have clients who care about making an impact through philanthropy. Triangle Community Foundation is here to help legal, accounting and financial advisors help their clients. Many of your clients may already be donating regularly to the organizations and programs they care about. By introducing your clients to the services offered by Triangle Community Foundation, you can make it easier for them to give effectively while receiving significant tax benefits.
From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family with a complicated tax situation, we have a team of philanthropic professionals to help you find the best solution. We facilitate local and national giving and offer the expertise to help your clients fulfill their philanthropic dreams.
We offer a full array of charitable solutions including:
- Donor-advised funds offering donor involvement and an immediate tax deduction.
- Our Community Grantmaking Program supports nonprofits in our region. Giving to this program is an all-in-one way to meet critical needs across the Triangle in perpetuity. We accept gifts and bequests of any size.
- Funds that maximize the advantages of life-income plans, such as charitable remainder trusts and charitable lead trusts.
- A full range of fund types that allow customized giving to support your client’s favorite nonprofits or causes.
With more than $120 million in assets under management, we provide expert investment management, a variety of investment options and excellent returns for charitable investments.
Our staff is well-versed in estate planning and can provide information and examples for you to help your clients weigh their charitable options. We can handle gifts from simple to complex, including publicly traded and closely held company stock and real estate. We also offer services for clients with private foundations looking to give back to the community efficiently and effectively.
When your clients have charitable needs, we can help you find the right solution. Contact us today, or sign up for our e-newsletter for professional advisors to stay abreast of trends in giving and receive invitations to exclusive events for advisors. |
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