Planned Giving

There are many ways to donate to Triangle Family Services!  Many donors choose a Planned Giving program in order to contribute to TFS in a manner that is most beneficial to the organization, as well as the donor's specific needs.  A few of the many Planned Giving options include:

Matching Gifts: Many corporations and businesses now have programs to match employee donations, either in whole or in part.  Check with your employer to see if you have access to this often overlooked resource.

Example:  Mr. Johnson, a local pharmacist, realizes that his company, Ecko Drug Corp, has a program which will match 100% of a charitable donation, up to $150.  When Mr. Johnson donates $125 to TFS, his comapany puts in another $125, making the total contribution $250.

Life Income Gifts: Gifts of appreciated property through a Charitable Remainder Trust can generate income for you with positive tax benefits.

Example: Mrs. Smith decides to set up a Charitable Remainder Trust with some real estate she has that has appreciated over the years.  She would like to make a contribution to Trianle Family Services that also is beneficial to herself.  A trustee, who is designated by Mrs. Smith, manages and invests the assets and pays her, as well as TFS, an income for life, or a set term of years.  In addition, Mrs. Smith recieves an immediate tax charitable deduction for a portion of the transfer that represents the gift to TFS, as well as the possibility to avoid capital gain taxes on the transfer.

Residuary Bequest:  This type of bequest donates all or a percentage of the remainder of an estate after other bequests have been fulfilled.

Example: Mr. Miller changes his will to say that after his death, he will give a certain amount or percentage of his estate to his wife, children, and grandchildren, and a certain percentage of what is then left, will be donated to Triangle Family Services.

If you are interested in a Planned Giving program, please call (919) 839-2286 x101.  We, along with Triangle Family Services' Wachovia financial representitive,  will develop a program perfectly suited to your needs!