Philanthropic Services

TRISKELES FOUNDATION

Invest forward for effective gifting

Donor Advised Funds

Our donor advised funds provide a highly flexible, tax efficient, service oriented tool to maximize donors' charitable interests.  Further, our donor advised funds are professionally managed and emphasize an innovative, individualized, socially responsible investment focus that can include community/mission related opportunities. We target positive, long-term financial returns combined with environmental, social, and other community impacts.

The Triskeles Foundation's staff and Board has years of not for profit and financial management experience. Selected investment professionals/firms are highly knowledgeable about philanthropy internationally and about the socially responsible investment field.

Current Snapshot:

1. We currently hold 42 donor advised funds.
2. Minimum account sizes in order to make distributions from the fund:
   *   Adults and organizations: $5,000 balance
   *   Youth (under 18 years old): $2,500 balance
   Please note: Some exceptions can be made
3. Fees: see fee schedule below
4. Minimum gifts in and out: see OPEN AN ACCOUNT

Donors Ask: What's Better for Me? (WORD/PDF)

Fee Schedule (WORD/PDF)

Benefits

Benefits to Individual Investors

Benefits to Organizational, Business and other Non-for-Profit Investors