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Robin Barefoot, JD
Legal & Policy Advisor Director of Planned Giving

919.474.8370 ext:4013
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From the Community

For over 20 years I have watched clients work with the Triangle Community Foundation, finding it an efficient and meaningful way to accomplish their philanthropic goals. As a Board member for 10 years, including a term as Chair, I saw the passion of the Board and staff to address the needs of our community. The Triangle Community Foundation is one more reason that the Triangle area is one of the best places in America to live!

-- Jean Gordon Carter
Hunton & Williams, LLP

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Starting the Conversation

Family enjoying an art exhibition at the Arts Center in Carrboro

It’s a delicate discussion—but in your practice you’ve developed finesse in asking the hard questions and listening actively to your clients’ response.

Why should philanthropy be part of your consultation with clients? Many clients will not raise the topic of charitable planning with you, thinking that philanthropy is reserved for big names, like Rockefeller and Gates. Your clients may not readily see the opportunity which their estate, financial or business planning holds for the causes they care deeply about.

You recognize in your client’s circumstances their planning opportunities, and as the advisor, you ask the questions to begin a meaningful discussion with your client about their values and aspirations. Discussing philanthropy with your clients is value-added. The advisor is best positioned to explore the client’s giving options in a way that respects their privacy, values and autonomy.

Here are some conversation starters:

“I know you are very supportive of [organization or program, e.g., the local soup kitchen, your church, your alma mater] . . . Would you like to continue your support through your estate plan?”
“Are you making charitable gifts now that you would like to continue after your death?”
“Have you considered what would happen to your assets if your spouse or children do not survive you? Would you like any of your assets passed on to a charity, rather than to a distant relative?”

By introducing your clients to the services offered by Triangle Community Foundation, you can make it easier for them to give effectively while receiving significant tax benefits.