Lori O’Keefe
Director of Philanthropic Services
919.474.8370 ext:144
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Our family committee is desirous of being responsible and creditable in fulfilling our philanthropic mission. We are more inspired and effective through the assistance and knowledge we receive from the Triangle Community Foundation.
-- Greg Poole, Jr.
Irene Rand Poole Endowment Fund
For starters, we can simplify your giving by consolidating your ongoing contributions through one charitable fund.
We offer donors – whether individuals, families or organizations – numerous advantages including flexibility, convenience, personal involvement, and our professional expertise.
We make your life easier by:
1. Providing highly personalized service
We work with you to develop and implement a strategy for your philanthropy; to help you answer the question: What do I want my philanthropy to do?
2. Setting up your account
When you establish a fund with us, we take care of all the administrative and grantmaking activities. Period.
3. Offering maximum tax advantage under state and federal law
As a public charity, we offer the highest level of tax benefits for charitable giving.
4. Partnering with professional advisors to create strategic approaches to giving
You can integrate your contributions with your overall financial and estate planning, maximizing tax advantages.
5. Taking those “problem” assets off your hands
You can give us any kind of property – stocks, closely held securities, real estate, life insurance, artwork, personal property, cash or even private foundation assets. We accept a wide variety of assets and can facilitate even the most complex forms of giving.
6. Offering a variety of fund and giving options
You can invest in specific causes or organizations you care about, or you can broaden your philanthropy by providing ongoing support to issue areas or unrestricted funds. We can also discuss other options with you, such as bequests and charitable trusts.
7. Managing the charitable fund you create
We oversee the investment, the accounting, and we maintain the tax records.
We also issue quarterly financial reports detailing the status of the fund.
8. Managing your grantmaking activities
You recommend grants to the organizations you wish to support and we make it happen.
The Foundation provides due diligence on organizations to confirm the charitable status of the grantee. We also provide referral options, research and information about grant opportunities on areas of interest to you.
9. Creating permanence through endowment funds
You can create a permanent endowment fund to benefit the community for generations to come. For your convenience, we also offer the option to convert non-endowed funds to endowed funds.
10. Creating a charitable legacy
We work with donors and families to provide multi-generational grantmaking programs, teaching future generations the value of giving back. We can work with family members to develop a framework and structure for family philanthropy.
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