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8 <br /> triangle community AGENCY FllIVD SERVICES AND fEES <br /> �OUNDATION <br /> 6WLDING COM64tJNITIES THROl1GH PHILANTHROPI' <br /> Triangle Community Foundation helps advance the missions of a growing core of nonprofits through expert <br /> guidance and a wide array of services. TCF provides fiscal management, investment options, capacity-building <br /> resources, and other services to meet the full spectrum of nonprofit needs. Our goal is to provide a cost- <br /> effective solution that strengthens capacity and enables an organization to focus on its programs and mission. <br /> Fund Services Provided by TCF <br /> GIVE Weekly gift processing and acknowledgements for donations made to agency fund at TCF <br /> Expert assistance with gifts of estate, retirement,tangible property and other complex assets <br /> Planned giving training and resources for agency staff by TCF Director of Planned Giving <br /> Personal consultation available for deferred gift planning for agency fund donors <br /> GROW Diverse investment options based on time horizon and risk tolerance <br /> � � Professional investment oversight by TCF board of directors and its investment advisor <br /> , <br /> Prudent financial management and accounting of charitable dollars <br /> Monthly investment performance reports and quarterly fund statements <br /> CONNECT Dedicated TCF staff assigned to agency fund to assist with gifts, resources, distributions <br /> Convenient,secure online access to fund and TCF information <br /> Recognition as nonprofit partner in TCF print publications and social media <br /> Invitations to private TCF events with donors, nonprofits,civic and business leaders <br /> Capacity-building grants available to agency fundholders for consulting with ESC on board <br /> governance,strategic planning, executive coaching, and/or financial diagnostic reviews <br /> GRANT Weekly grants processing available for non-endowed fund distributions <br /> Endowment monitoring and quarterly distributions of spendable • <br /> Fees for TCF Services <br /> Administrative Fee to TCF: 1%annual fee; minimum$300(based on fund balance) <br /> o Administrative fees cover the cost of all fund services listed above. � <br /> o Assessed quarterly,withdrawn from fund's principal and reflected on each quarterly fund statement. �i <br /> Investment Mana�ement Fee:0.62%to 0.82%annual fee(collected by investment managers) <br /> o Investment management fees (IMF) include all custodial, advising, and asset manager fees. <br /> o IMFs are separate from TCF administrative fee and vary based on investment portfolio selected. <br /> o IMFs are embedded in all portfolio returns; investment performance is reported net of IMF. <br /> o TCF does not receive fee revenue from the investment management of funds, <br /> Contact:Jess Aylor, Director of Development and Community Partnerships <br /> , Triangle Community Foundation ♦ 919-474-8370 ext 142♦ lessica@trianglecf.org <br /> Rev 4/2012 <br />