Developing a charitable plan that includes the financial goals and philanthropic interests of your client is both a privilege and a challenge. With our thoughtful planning and diligent stewardship, we partner with you to develop client-focused giving strategies that meet your clients' financial and charitable goals.

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We Can Help

• Identify your clients' charitable interests and goals

• Match personal charitable interests with tax planning needs

• Create and implement charitable plans integrated with major business, personal and financial decisions

• Provide information on community needs and the organizations making a difference in the areas your clients care about most

• Deliver grant-making expertise and a range of administrative services related to charitable giving

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Benefits We Provide

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Maximum Tax Benefits
As a tax-exempt public charity, CFES offers giving solutions that maximize benefits to donors on capital gains, estate and income taxes.

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Flexibility
CFES is able to process gifts of marketable securities, closely held stock, retirement funds, real estate, and more. Clients can give the gift outright or structure it to produce a lifetime of income.

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True Simplicity
A fund at CFES has the benefits of a private foundation without any of the legal complexities, administrative burdens and compliance requirements.

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Personalized Recognition
A client’s CFES fund can bear their name or that of their family, their hero, or loved one. Or, if they prefer anonymity, we can ensure that too.

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Savvy Investing
With diligent oversight by the CFES Investment Committee and the professional guidance of our independent investment consultant, a client’s fund can be invested for long-term growth, allowing them to make generous grants for years to come.

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Total Accountability
Your client will receive quarterly statements to keep them apprised of all activity in their fund. Annual independent audit by UHY, LLP  is available to the public. 

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Local Insight
We are your feet on the street. CFES staff members frequently visit local nonprofits and participate in community conversations. We are always happy to share our knowledge and experience.

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Advisor Retention

Advisors can retain and manage client charitable assets at their financial institution on an ongoing basis. 

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Lasting Legacy
Your client’s generosity will grow. Under the stewardship of CFES, their gift will support their philanthropic priorities forever.

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Be assured, we do not provide legal or financial advice, and do not attempt to replace the role of a professional advisor. We help people to make effective plans for carrying out their charitable wishes. Meetings are confidential.

To contact us, call anytime. 410-742-9911.