Quick links for advisors
We work with estate planners, advisors, accountants, wealth managers, and attorneys to connect individuals, families, and businesses to tax-advantaged giving opportunities that align with their interests, values, and goals.
Put some additional expertise behind yours.
philanthropic
advisors
GIVING OPTIONS
LEGACY
PLANNING
Grantmaking
MANAGEMENT,
& TAX SUPPORT
INVESTMENT OPTIONS
Learn more and register!
Professional Seminar Continuing Education Event
May 14, 2024
Professional programs
We can help you help your clients maximize their charitable giving and plan their legacy.
CAP® Study Group Program
A collaborative forum that brings professional advisors and nonprofit leaders together to teach, learn, and network.
GiveWisely® for Advisors
We can help you and your clients plan and think critically with our customized values-based giving strategies.
Vester Hughes Award
Established to honor individuals who most embody the generosity, integrity, and compassion of the late Vester Hughes
Annual Professional Seminar
Earn continuing education credits while you learn about charitable giving tools that benefit your clients and the community.
A Passion for the Arts
Partnership Matters
Turning Gratitude into Giving
Meet our advisory council
When you work with us, you’re in good company. We hand-selected our Advisory Council of distinguished professional advisors and civic leaders who are committed to the long-term success of CFT and our community.
It’s your job to ask questions.
We have answers.
We never look to eclipse your role with your client — we want to enhance it. CFT can work entirely in the background or attend meetings with you. It’s your choice. View our extensive donor-advised funds tab in FAQs about our most popular offering above or learn more about our program, GiveWisely for Advisors, here.
Charitable planning with your clients is good business. It broadens and differentiates your services, helps create a strong bond with your clients, and serves your clients and the community. When your clients are ready to maximize their charitable giving or plan their legacy, you can trust our staff to work with you to create the best philanthropic plan for their unique needs.
Few organizations have the expertise and ability to achieve complex charitable goals like CFT. There are numerous options for giving through CFT — allowing your clients to remain involved in grantmaking as much or as little as they want to be. Their intent, name, and pattern of charitable giving will be maintained — in perpetuity if they wish.
Ready to get started?
Let’s connect and discuss how we can help you help your clients.
