|
|
|
|
|
|
 |
|
|
|
|
|
|
|
|
 Triangle Community Foundation is a source for in-depth information about philanthropy and the communities we serve. Whether you are looking for information to help your clients make decisions about their philanthropic plans, seeking to increase your own knowledge of charitable gift structures and options, or are working with a nonprofit seeking education or guidance on operations or community resources, we are here to help.
Below is a list of services Triangle Community Foundation provides professional advisors. Please contact Kristen Brown Smalley, our Associate Director of Development, at 919-474-8370, ext. 133 if you are interested in any of these services or publications.
The Foundation's trained staff can work with you and your clients to structure the most suitable charitable gift plan for outright and planned gifts to meet personal, financial and philanthropic goals.
Triangle Community Foundation offers periodic presentations by experts in areas of professional interest including topics pertaining to tax, estate and charitable gift planning. These presentations are designed to help attorneys, financial planners, investment advisors, accountants and other professional advisors improve the breadth and depth of their professional knowledge in servicing the needs of their clients.
Triangle Community Foundation representatives are available for on-site presentations to individual practitioners, groups or departments within a firm.
Triangle Community Foundation's GiftLaw provides the best current information on all aspects of gift planning, including a reference library, gift calculation options and up-to-the minute legal updates on tax, gift and estate planning issues.
Our professional planned giving staff is available to discuss planned giving options and benefits, provide sample gift calculations and confidential consultations for you and your clients. We will provide you with the necessary information to complete a planned gift to benefit a fund at Triangle Community Foundation.
Please contact our Development Team for a copy of our annual report or other Foundation publications.
Please click here for a list of educational opportunities of which we are either providing or aware. |
|
|
|
