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Your expertise, amplified by ours.

Our vision is a thriving community for all, and it starts with
giving. Because where giving thrives, community thrives.

Our GiveWisely® for Advisors series gives you tools that make connecting clients to tax-advantaged giving opportunities that align with their values and passions, easy, effective, and enjoyable — for you and for them.

Let us help you support your clients.

You play a key role in your clients’ giving and philanthropic plans. For more than 70 years, we’ve partnered with advisors to achieve the charitable goals of individuals and families. Our charitable giving services and tools help people put giving to work for what matters most to them in our community. 

You’re a resource to your clients, and we’re a resource for you. CFT’s GiveWisely® curriculum is one of our most popular services that empowers givers to identify core values and think critically about giving. 

Our experts are available to present the GiveWisely® curriculum to your firm’s clients and staff, both virtually or in person, and tailored to your needs. Sessions can be customized to last as little as 45 minutes or expand into a full workshop experience.

Our team of experts can join you for:
  • Existing client meetings

  • Individual or multigenerational client meetings

  • Estate planning discussions

  • Training or prospecting events

  • Staff trainings/team building retreats

  • Preparing young or new staff in how to talk to clients about giving

  • Business/corporate giving strategy planning

Highlights include:

  • Defining your giving strategy, including key values, influencers, charitable issues areas, and philanthropic goals

  • Values-based giving exercises

  • Personal giving budgets

  • Customized giving guides researched by our team of nonprofit experts

  • Print or virtual resource materials

  • And so much more

Call on us to provide value for you and your clients

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.

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We spoke with Eric, our estate planner, and told him we were thinking about setting up a foundation to manage our charitable giving. Eric listened and advised, and we learned that running a foundation is similar to running a business. As an alternative, Eric brought up partnering with CFT to establish a donor-advised fund. Establishing the Pekowski Charitable Fund at CFT gave us an easy and effective way to give now and through our estate.

—  Ray and Linda Pekowski

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staff ElizabethLiser
Elizabeth Liser, CAP®
Senior Donor Engagement Specialist

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