Contact Us

Robin Barefoot
Gift Planning Advisor

919.474.8370 ext:133
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From the Community

Since 1994, the Triangle Community Foundation has been a major collaborator with my clients in their charitable intentions. TCF has provided my clients with economical ways to effectively control their charitable giving to further their philanthropic goals, lower their current income taxes and add flexibility to their estate plans.

-- Edward Fulbright
Fulbright & Fulbright, CPAs

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Solutions for Your Clients

Give Today
By establishing a fund today, your client can

support favorite charities during their lifetimes, add to their funds each year, recommend grants on a regular basis, and name the fund in their wills.
design their own fund, add to an existing fund, or leave unrestricted assets to allow the Foundation to meet community needs.
make an immediate charitable gift to the Foundation to achieve a certain tax result this year, and then make grants from their fund later, even in future years.

Triangle Community Foundation is a publicly-supported charity, and therefore offers your clients the maximum charitable tax deduction permitted by law. Gifts are deductible at the time they are made to the Foundation, and your client is then able to make grants at times and in amounts most advantageous to them and the charitable organizations they support. We accept cash, publicly traded stock, retirement plan assets, life insurance, closely held stock, and fractional or whole interests in real estate. Let’s get to work today.

Build for Tomorrow
With a planned gift through Triangle Community Foundation, your client can

foster those things they love most in the community and preserve them for future generations.
prioritize their goals for social impact while achieving the most favorable income tax benefits available.
provide unrestricted funds to allow the Foundation to direct funds toward our communities unfolding and unforeseen critical needs.
be recognized as a visionary in the George H. Hitchings Society, TCF’s legacy membership.

We work with you, the planning professional or tax advisor, to determine the type of gift that is right for the client. Charitable trusts, will bequests, beneficiary designations on retirement assets or life insurance proceeds can fulfill your client’s wishes for the future and can often be structured to allow your client to receive lifetime income. Let us build tomorrow with you.