Professional advisors are often the catalyst for their clients’ charitable giving. Clients trust their advisors to know about all of the philanthropic options available to them and to be able to provide knowledgeable counsel about those options. For that reason, Triangle Community Foundation encourages advisors to increase their knowledge through educational opportunities about philanthropy, planned giving and nonprofit organizations.

As we provide or become aware of educational and training opportunities, we will provide that information here. If you are aware of training opportunities for professional advisors like yourself, please let us know by emailing Kristen Brown Smalley, Associate Director of Development, or calling her at 919-44-8370, ext. 133, so that we can share these opportunities with the financial advisor community.