When you partner with us to serve your clients’ charitable needs, you are connecting your client to personalized giving solutions, tax-wise financial strategies and deep expertise in philanthropy, delivered with professionalism and integrity.

Endowment funds (except scholarship) may be established with a minimum of $10,000. A permanent scholarship fund may be established with a gift of $20,000. Non-endowed donor advised funds may be established with a minimum of $1,000.

Any fund with assets is asessed an annual administrative fee on a quarterly basis. The fee depends on the type of fund and the fund amount.

Clients who plan to give from their estate can designate CFBC to receive assets under their will, trust, or by beneficiary designation without making a current gift. We will help them create a fund agreement at any time without needing to update their legal documents.

A fund can be established or added to with almost any type of asset. CFBC staff is experienced at evaluating unusual assets and offering strategies for turning them into charitable resources.

Most funds are created with a simple governing document that requires just one conversation between your client and CFBC’s staff, but we spend whatever time is needed to understand your client’s situation and intent.

Of course! Please email or call CFBC at 828.437.7105 to schedule.