Our Services

The Triskeles Foundation provides philanthropic services to support a range of donor and organizational intentions. This includes a unique donor advised fund program, support services for non-profits and philanthropic education. Donor advised and organizational funds are invested in impact, sustainable investments managed by carefully chosen investment professionals.

What We Offer

Triskeles offers innovative Donor Advised Funds for individuals

  • Fund creation and support, education and sustainable investment management services for non-profits
  • Philanthropic education and advisory services (for families and individuals)
  • Comprehensive “back office” functions, including check-writing and regular reporting
  • Tax deductions to the fullest extent of the law
  • Time beyond the immediate tax year for donors to recommend the scheduling of their philanthropic gifts
  • The option to appoint successor advisors, such as children (for families and individuals).

Personal Philanthropy

Our Donor Advised Funds (DAF) provide a flexible, tax efficient vehicle to maximize donors’ charitable interests,  while targeting positive, long-term financial returns through impact investing. 

 

 

 

Non-Profits 

Triskeles creates the opportunity to align an investment strategy with a non-profit’s organizational mission through impact/sustainable investing. This allows the non-profit organization/Social Benefit Organization (SBO) to cultivate financial health while adhering to mission, values and inspirational standards.

Corporate Giving

Triskeles streamlines business processes, reduces administrative burdens and provides global reach to the socially responsible causes that can have an impact on your business/corporation.

Philanthropic Education

Triskeles Foundation develops a variety of educational and collaborative programs geared towards maximizing learning and skill building to enhance the flow of consciousness and engagement around money and giving.

A donor-advised fund is similar to a private foundation - but cheaper to set up.  At Triskeles, you can start with a $5,000 initial gift, with no required annual payout, no start-up costs, deductions of up to 50 percent of adjusted gross income (vs. 30 percent for a private foundation), no estate taxes, and no capital gains taxes.

Erin Arvedlund

Columnist, Philadelphia Inquirer

At Triskeles, I receive personalized attention, from bringing interesting investment opportunities that are brilliantly aligned with my values and goals to connecting me with resources and potential grantees that align with my interests. I also was part of setting up a fund (Motivations Systems Ecology Fund) to support the work of a visionary, and Triskeles has been enormously supportive, including connecting their board members with the work. I feel like Triskeles is interested in me as a person – the experience is that I am partnering with friends on the path to a more caring, responsible world.

Molly Stranahan

Donor

As a not-for-profit serving people with developmental disabilities, we feel especially committed to investing our money in ways that align with and further our mission of creating inclusive communities for all. When our Investment Committee agreed to significantly increase our focus on socially responsible/impact investing, Triskeles was an essential partner in guiding us towards investment opportunities that aligned with our organization’s ideals and vision. We are fortunate to benefit from Triskeles’ deep understanding of and broad connections within the world of impact investing,
as well as their professional accessibility and their very effective stewardship of our resources.

Rachel Bowden

Donor