TRISKELES FOUNDATION

WHY CHOOSE TRISKELES?

The Triskeles Foundation and You:

Your Caring Legacy:

You have an opportunity to make a real difference creating a better tomorrow. Philanthropy (the love or wisdom of humanity) means more than writing a check. By creating a donor advised fund (DAF) in the Triskeles Foundation, which also focuses on socially responsible/sustainable investing, you can ensure that your personal values and motivations, combined with your invested resources, are put to use in ways that accomplish both your charitable, tax and financial goals.

The Triskeles Foundation and Socially Responsible/SUSTAINABLE Investing/Giving:

• Expertise: About socially responsible/sustainable charitable and investment options as well as specific projects and programs that make a significant, human, social, ecological, economic, and educational difference.
  
  Our managers collectively have over 60 years of social/sustainable investment experience. Our staff has over 30 years of experience with innovative philanthropic activities and gift deployment.
• Relationship Builder: For socially active donors, the Triskeles Foundation offers a breadth of connections, worldwide, to potential funding partners and to people that, in meaningful ways, build communities and enhance responsibility for the earth’s resources.
  
• Commitment: To philanthropy and the conscious application of investment money to improve society.

What Is A Donor Advised Fund?

A donor advised fund is a flexible charitable giving vehicle that enables a donor to maximize the tax benefits associated with giving while supporting one’s favorite not-for-profit initiatives. A donor opens a donor advised fund with Triskeles by signing a simple agreement and sending an initial deposit, at which time, the tax advantages are realized (to the donor). The donor recommends (to Triskeles) gifts to be granted to their favorite, high impact charities thus, supporting the creation of a better world.

• Minimum: $5,000 initial gift; $10,000 (before disbursements can be made) - except for youth funds
• No required annual payout
• Anonymity, if required
• Ease of grant making and administration
• No startup costs
• No excise taxes
• Deductible up to 50% of adjusted gross income vs. 30% for a private foundation
• Easily make additional gifts to the fund
• No estate taxes
• No capital gains taxes

You Need A Triskeles Foundation Donor Advised Fund If:

• You may have considered establishing a private foundation (it is much cheaper and more efficient to set up and operate a donor advised fund)
• You have received an inheritance or other financial windfall and want to make gifts over time, but need a current, year-end tax deduction
• You want to teach family members about giving over time, using a practical, flexible tool
• You wish to be actively engaged in social change philanthropy

The Triskeles Difference:

• Low fees/costs
• Low minimum deposit to establish a fund
• Individualized sustainable/socially responsible investment approach
• Very personal, flexible service: for individuals; socially/philanthropically oriented businesses; not-for-profits (endowment/reserve fund management)
• Knowledge and capacity for national and international giving opportunities

What Do You Receive from the Triskeles Foundation?

Gifts to the Triskeles Foundation can be made at any time throughout the donor’s life to provide funds for current and long-term needs, projects and activities. By establishing a fund with the Triskeles Foundation, you receive:

• Permanence: Your gift to the community or your organization(s) of choice is given in perpetuity. The Triskeles Foundation’s trusteeship ensures that your contribution will continually meet needs relevant to your interests.
• Commemoration/Naming: Your name or a name that reflects your intentions or something of meaning can live on through your fund. You choose your fund’s name. Grants are made using this name or donors may opt for anonymity in their giving.
• Innovative Stewardship: The Triskeles Foundation is committed to aligning its investment strategy with your values and mission and therefore, offers an innovative, socially responsible, diversified investment approach to donors. The foundation makes a full accounting to donors through a variety of reports, its audit, and IRS Form 990.
• Grant Making Expertise: If you need it, the Triskeles Foundation can assist you in identifying qualified charitable organizations and programs that address your particular interest within the frame of its mission!
• Educational and Community Building Opportunities: Donors can participate in a variety of workshops, colloquia, and conferences.
• Future Planned Gifts: The Triskeles Foundation works with you to articulate your wishes for a gift that would come to us after your lifetime. We accept most planned giving vehicles.