Robin Barefoot, JD
Legal & Policy Advisor Director of Planned Giving
When your clients do their planning, they rely on you to provide sound advice. Your expertise on matters of finance, estate planning, business, real estate, tax and securities—these are your stock in trade.
Our expertise is philanthropy, and we serve as a partner to lawyers, accountants, financial advisors and other professionals so that your clients achieve their charitable goals through current giving and planned gifts. We work closely with you to tailor a fund or deferred giving arrangment to meet both the charitable and tax objectives of your clients.
Foundation staff members assist with the transfer of assets, handle the record keeping and reporting, process the grants, perform the due diligence to verify eligibility of grant recipients, and provide your client with quarterly statements and acknowledgments of gifts and grants.
Give your clients a better way to give back. A phone call to TCF provides you with full access to the philanthropic expertise your clients are looking for. You retain complete control of your client relationships, while we act as a partner and resource to help fulfill their charitable goals.
Your clients look to you for solid advice on charitable giving. You can look to us every step along the way.