TRISKELES FOUNDATION

How to open an account

The Triskeles Foundation provides you with a simple, effective way to maximize your giving and increase your tax savings.

What it is:

A Triskeles donor advised fund (DAF) provides you with a flexible philanthropic tool. Your gift (DAF) will be invested in socially responsible, sustainable methods. After careful review and approval, grants are made at your recommendation to charitable organizations.

How it works:

You make the donation to the Triskeles Foundation to set up the fund, take the tax deduction, and recommend grants anytime after the fund has been established. This eliminates the year-end pressure to select a charity, and make a donation; or you can wait to make gifts, build up the fund, and make larger gifts at a later time when you wish; and you don't have any of the administrative responsibilities such as annual IRS filings and taxes.

Open an account:

Establishing a charitable DAF at the Triskeles Foundation is easy and can be done in a couple of simple steps.

• Establish the fund: Complete and sign the Donor Advised Fund Agreement Form and the Purpose Agreement (both available online under DAF Forms), and return it to us after your investment professional has reviewed it.
• Fund the account: Make an initial irrevocable contribution of $5,000* or more. This contribution can consist of multiple assets and securities.

* Some exceptions can be made regarding minimum account size

Within the context of the Triskeles Foundation's Investment Policy and practices, we will actively consider investment recommendations that you may have.

Once these steps are complete, you can recommend a grant(s).

Tips on opening an account:

When you complete the Donor Advised Fund Agreement and the Purpose Agreement, keep these items in mind.

• Donors: You (and/or others) may contribute to the fund repeatedly.
• Name your account: You may want to name the account after your family or name the fund to reflect the account's charitable goals. Examples: the David Jones Fund or the Children Read First Fund.
• Designate your advisors:You may name one (yourself or someone else) as advisor(s) and successor advisor(s) for your account. A successor, upon the death of all the original donors, may make contributions, recommend grants, and name successor advisors. A charity or Triskeles' General Fund may be named as the account beneficiary if you want the remaining assets in the account granted to a charitable organization(s) upon the death of all original donors and/or advisors.
• Choose your charitable area of interest: Please indicate any specific charities you may want to support over time or designate as general interest areas. If you or your fund's successor advisor(s) so choose, the Triskeles Foundation's Trustees will direct grants from the account.

Ways to fund the account:

• Cash can be wired, transferred from an existing account, or mailed to the Triskeles Foundation. Checks must be made payable to: Triskeles Foundation with your fund's name indicated in the memo section of the check.
• Publicly traded stock, bonds and mutual funds can be transferred from an existing account with any financial institution.
• Deferred contributions, such as naming the account as the beneficiary of a bequest, charitable remainder trust, charitable lead trust, or a qualified retirement plan, can also be used.
• You will receive a confirmation once your contribution has been accepted along with a tax receipt for your records. If a contribution is not accepted, it will be returned to your original account. For contributions of appreciated publicly traded securities, the Triskeles Foundation's receipt will be a good faith estimate of the fair market value on the date of the contribution.

In certain circumstances, the Triskeles Foundation may accept restricted, closely held or non-publicly traded securities. If the contribution involves restricted stock or other non-publicly traded securities, please contact your investment professional and the Triskeles Foundation's staff for assistance. After you make your contribution, all gift recommendations must be reviewed and approved through the Triskeles Foundation.