Why Choose Us?
Convenience
Experience
Permanence
Economical
Our staff is skilled in working with donors who have multi-faceted objectives and complex gift situations.
We understand that your clients sometimes prefer to remain anonymous and we are glad to work directly with you on their behalf. We streamline your client’s giving, making it easier for you and for them.
We are experienced in customizing charitable giving opportunities to the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. We share a common goal; helping your clients achieve their financial and charitable goals.
Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our volunteer Board of Directors represents a cross-section of our community, and they work hard to maintain high donor confidence about proper management of charitable gifts.
If each individual Fund operated independently and had to recreate our services on its own, the price tag would be enormous. But each of our Funds shares the costs of an outstanding staff and excellent investment advisors.
Advisor Tookit
As your partner in charitable giving, we help create success for you, for your clients, and for the community.
When your clients’ needs involve charitable giving, CFBC can partner with you to achieve their goals. Our services make charitable giving effective, convenient and meaningful. We can help you extend and deepen client relationships, expand your role and connect family members over generations.
FAQs
We want to be a resource for you. We hope you'll reach out to us with any questions or concerns.
