Explore Planned Giving

Giving Vehicles

There are many ways to make a planned gift that aligns with your personal and financial goals:

• Include the Foundation in your will or living trust
  Designate Triangle Community Foundation as a beneficiary of a specific dollar amount, a percentage of your estate, or a residual portion after other commitments are fulfilled.
• Name the Foundation as a beneficiary of your IRA or other retirement accounts
  Retirement assets can be a tax-efficient way to make a charitable impact.
• Designate the Foundation as the beneficiary of a life insurance policy
  You can transfer ownership of an existing policy or name the Foundation as a future beneficiary.
• Arrange a Gift in Trust
  Provide income to yourself or your loved ones for life, with the remainder supporting the Foundation’s charitable work.
• Contribute real estate or other complex assets
  Gifts of land, buildings, or other non-cash assets can be transformed into philanthropic resources that serve our region for years to come.

These examples represent just a few of the many ways you can structure your legacy. We welcome a conversation about creative giving options that best fit your goals and family’s wishes.

Types of Funds You Can Establish

Your legacy can be tailored to the causes and communities that matter most to you:

• Designated Funds
  Ensure ongoing support for one or more specific nonprofits that you care about. The Foundation will steward your fund to provide reliable, long-term impact to those organizations.
• Field-of-Interest Funds
  Support a broad area of community need—such as education, the arts, housing, or the environment—while relying on the Foundation’s expertise to direct grants where they are needed most within that field.
• Fund for the Triangle
  Many donors choose to leave their legacy gift to Fund for the Triangle, our permanent endowment that supports the region’s most pressing needs and emerging opportunities over time.