Robin Barefoot, JD
Legal & Policy Advisor Director of Planned Giving
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
By establishing a fund today, your client can
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
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.