 Triangle Community Foundation is an invaluable partner for professional advisors who have philanthropic clients. Our highly experienced staff is your resource – available to answer questions and provide whatever assistance you need to help your clients define and reach their charitable goals.
The Foundation has a tax attorney on staff, specializing in gift planning, to assist you and your clients. Our Associate Director of Development Kristen Brown Smalley is director and member of both the North Carolina Planned Giving Council and the Durham and Orange Counties Estate Planning Council and is a member of the National Committee on Planned Giving and the Wake County Estate Planning Council. She is happy to provide information and insight on the latest, most effective charitable giving strategies and to consult with you and your client on questions including:
- Why create a charitable fund rather than making an outright gift to a charity?
- What are the tax advantages of creating a charitable fund?
- How can I leave something for my children and also give to charity?
- Can working with a community foundation help preserve my privacy?
- How flexible can my charitable fund be as I make a variety of gifts over time?
- What is the most cost-effective approach that I can take with my philanthropy?
- How can I help make an impact in our community in the Triangle, across the country or throughout the world?
- What are the steps I have to take to establish a fund at a community foundation, like Triangle Community Foundation?
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