WHAT ARE TRIUNE'S CHARITABLE SERVICES (TCS)?
TCS provides advanced charitable planning for individuals and organizations ranging from charitable giving through estate planning to strategies that create charitable giving dollars while providing living benefits to families such as; bypass of capital gains taxes, increased income and creation of charitable deductions. We incorporate various tools and strategies to accomplish business, family and charitable objective such as: Charitable Remainder Trusts, Charitable Lead Trusts, Charitable Gift Annuities, and Donor-Advised Funds.
TCS works with charitable organizations to assist them with the cultivation and harvest of planned and deferred giving. The typical non-profit client of TCS is a faith-based charity with a vibrant ministry/mission and a faithful donor base that supports the organization's annual operating expenses. These organizations are seeking to add planned and deferred giving to their donor development conversations but may lack the experience, staff capacity or expertise in this specialized area of charitable giving.
HOW DOES TCS WORK?
For individuals, our work is part of our financial planning process. Charitable giving may be incorporated into an overall plan or developed as a limited scope planning engagement.
For non-profit organizations, we enter into long-term consulting engagements and are compensated on a flat retainer fee basis.