We are proud to have such a large, diverse group of donors at the Foundation. Each individual, family, and business has issues and causes that they support that are personal to them, while also believing in the greater impact of community giving. After the initial creation of the fund, we will work with you to ensure your giving is having the effect in our community that you want it to have, and help you with a plan for your legacy.
A succession plan is crucial instructions on what to do with the fund you advise whenever you are unable to continue being the primary steward. If the Foundation does not have a written plan in place after your death or incapacitation, we will do our best to honor your charitable intent, but it would be a guess and potentially not reflect your wishes. Triangle Community Foundation names legacy as one of our core values: We commit to the lasting impact we are making today and for generations to come, we honor the gifts left by visionary and forward-thinking donors in our region and encourage multi-generational giving, and we develop long-term, authentic relationships with all our partners. If you are a current fundholder and don't yet have a succession plan in place, please access our succession plan form here.
Online Fund Access & Grantmaking
Access A Fund Online - You can access the fund that you manage online at any time. Our Donor Portal is our current online platform that (depending on the type of fund you advise) allows you to submit grant recommendations, view your statements, check your balance, review gifts and grants, and research other opportunities for funding. If you are a current fundholder and do not have access, please contact us at (919) 474-8363 to set it up today.
How to Use the Donor Portal
In this video, our Donor Engagement Officer, Natalia Siegel, walks through the ins and outs of the Donor Portal from the home page, how to make a grant, and exporting information.
You can also find an updated version of the Donor Portal guide here.