CFES Services

Anonymity or Recognition

  • CFES can provide the level of anonymity or recognition most comfortable for your client.  Confidentiality is observed at all times.

Investment of Funds

  • All funds established at CFES are managed as provided by the Investment Policy Statement approved by the Board of Directors.
  • Our Investment Policy Statement provides a full explanation of investment options, and a list of members of our Investment Committee is available.

Organizational Endowments

  • CFES holds and manages endowments for dozens of nonprofit organizations.  Benefits to these organizations include convenience, investment oversight, permanence, and access to planned giving tools.

Memorial Funds

  • Since CFES is a permanent institution, CFES is the ideal home for a memorial fund.  A fund named to honor the memory of a beloved family member, associate, or friend may be designated to support a charitable purpose reflecting the life and values of the deceased.
  • CFES is equipped to handle the large influx of gifts a memorial fund may generate.  Family members will receive regular reports on fund activity.

Scholarships

  • Scholarships are a popular option for donors concerned about young people and their futures.  CFES is home to more than 100 scholarships funds.

Annuities

  • Charitable gift annuities and other life income gifts are a powerful way for your client to put assets to work for them, making a significant charitable gift and receiving significant lifetime income.

To learn more about these options at CFES, contact BJ Summers, Director, Development and Philanthropic Services at 410-742-9911 or by email at bjsummers@cfes.org.