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MAXIMIZE Make your clients' giving go further.

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.







Learn more and register!

Professional Seminar Continuing Education Event
May 14, 2024


Featuring Samuel A. Donaldson

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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.

Advisor Connection: Angie Herrington

Spotlight on Angie Herrington, Herrington Wealth Management
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It’s important for clients to feel safe and understood when having discussions about giving, and CFT provides that.
- Angie Herrington,
  Herrington Wealth Management
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A Passion for the Arts

Cece Smith Lacy and Ford Lacy fund new works from arts organizations through their fund at CFT.
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We’ve historically funded organizations that we’re familiar with, and our latest partnership with CFT has exposed us to new organizations and genres.
- CeCe Smith Lacy, CFT Fund Holder
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Partnership Matters

Donors supporting literacy and economic mobility were referred to CFT by their professional advisor.
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CFT’s charge was to recommend high-impact nonprofits for their funding consideration that they could support with grants that would help the organizations scale and grow.
- Carolyn Newham, CFT's General Counsel and Corporate Secretary
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Turning Gratitude into Giving

Encouraged by their advisor, the Nadel's established a donor-advised fund, the Eric and Jeannie Nadel Charitable Fund.
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It’s much easier now to give online through our donor-advised fund, I only wish we’d done it sooner. CFT has so many resources available to us, and it’s extremely convenient.
- Eric Nadel, CFT fundholder
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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.

What does an advisor relationship with CFT look like?

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.

Why should I partner with CFT?

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.

Why should my clients choose CFT?

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.

CarolynNewham 2021 sq
Carolyn A. Newham, J.D.
General Counsel and Corporate Secretary

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