The Foundation works closely with professional advisors through the Triangle to offer services including assistance with research, document samples, customized calculations, personalized presentations and attendance at client meetings. Tax resources and customized gift calculations are available through Giftlaw, our free, comprehensive online planned giving resource. Our staff is trained to assist individuals and families think through their charitable goals, and to provide you with current information on charitable giving options to help you better serve your client. We encourage a continuous interface for our donors with their legal, accounting and financial counsel. We become part of your team, helping your clients with current and future philanthropic endeavors.
Our Gift Planning Advisor, .(JavaScript must be enabled to view this email address), is a licensed attorney and is available to assist advisors as they create gift structures for their clients. Please call her at 919-474-8370, ext. 133 with further questions.
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