For Professional Advisors

CNCF works with many financial professional across the country helping them to guide their clients' philanthropic goals.

CNCF has a unique relationship with its advisors and their clients in that you have options. 

You can help your clients build a long term Giving Fund that will remain making grants for as long as the clients wishes. Or you can help your client open a Donor-Advised Fund and give as much as they want immediately, or over whatever period of time they wish. 

You can recommend the client  open a Donor-Advised Fund within the CNCF pooled investment funds and grant from their fund whenever they wish.  Or you can continue to manage the clients investments in a CNCF Donor-Advised Fund at your firm.

Options for your client include the ability to retain the trusted realtionship they have with you. As well, unlike other public foundation options, we do not have any cap on the amount a donor can distribute in a year.  This means that the gifts get to the charities when the donor wants or can continue to grow to be given out over time.

CNCF offers you and your clients:

  • CNCF's Giving Funds (donor advised funds) allow your clients to:
  • make a donation for an immediate receipt and then take some time to grant their gifts to their favorite ministries and causes.
  • establish a fund during their lifetime to receive assets while they live and/or at their death.  The accummulation of growing capital can then create a secure income stream for a charity or a significant gift.
  • Opportunities to manage the investments within a donor-advised fund - Your client may choose to have you manage their Giving Fund on CNCF's behalf, assuming a minimum balance of $25,000.
  • Beneficiary services on registered accounts and life insurance policies to ensure proceeds are granted to chosen charities when the payout is made at death.

Incorporating charitable giving into your practice builds client trust, attracts new clients, and enhances the meaning of your work.