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Find your North Star and follow it.

When you’re ready to give, we’re ready to help. We provide
complete end-to-end, concierge-style care for our most generous donors. Our North Star Services make your giving easy, enjoyable, and effective, allowing you to have a bigger impact on the causes you care about. Whatever your needs, we can help you make the biggest difference in your community.

For donors searching for their philanthropic North Star.

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We Offer:
  • Dedicated philanthropic advisors who provide extensive community knowledge

  • Charitable giving options that meet your needs for today and in the future

  • Customized legacy planning

  • Flexible grantmaking

  • Freedom from accounting management and tax filings

  • Ability to keep your current investment manager

For an additional fee:
  • Unique, customized grant application process
  • Personalized webpage with custom URL and logo

Why choose CFT over a private foundation?

  • Charitable Concierge

    A dedicated relationship manager serves as your charitable concierge, ensuring the highest level of service.

  • ​Governance

    We provide options for the governance structure of your fund. We can help facilitate meetings, structure family discussions, set an advisory board, or support you to work independently.

  • No Startup Costs

    Your charitable donation is fully grantable. It costs $0 to open the fund to create and customize your governing documents.

  • Customized Grantmaking

    We offer tailored research, identification, and vetting of nonprofits, including multiyear commitments and nonprofit reporting.

  • Better Tax Benefits

    Enjoy higher immediate tax benefits and no net investment income tax.

  • No Annual Charitable Payout

    There is no annual required amount to grant.

  • Privacy

    You decide, grant by grant, how much information to share with recipients. 

  • Customized Philanthropic Advising

    You get information on thousands of charities with all required due diligence available without additional costs of an employee or contractor.

Philanthropic Advising

Our team of experts specialize in providing extensive services to individuals, families, private foundations, corporate foundations, and businesses for various levels of charitable giving. We will work with you to identify your giving style and passions, as well as formulate a giving strategy that aligns with the causes and issue areas you care about most.


Our Approach: 
Refine your philanthropic objectives through our GiveWisely® program.
2. Find the best nonprofits
Leverage CFT’s network of 3,000+ area nonprofits to find grant opportunities that align best with your grantmaking strategy. Specifically, we can:

  • Develop customized lists of grant opportunities

  • Provide financial reviews of nonprofits of interest
3. Measure progress
Monitor the effectiveness of grants through periodic grant report reviews. Specifically, we can:

  • Coordinate site visits to build stronger knowledge of nonprofits

  • Collect and review grant performance reports to better understand progress toward key goals
4. Additional Services
For an additional fee, we can design and implement customized grantmaking strategies for clients with very specific needs. Services include:

  • Designing or updating grant guidelines, applications, and evaluations

  • Hosting customized application processes on our online grantmaking platform

  • Reviewing grant applications and developing grant recommendations

  • Coordinating nonprofit evaluations so you can better understand the impact of grants

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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CFT’s Eisemann Edge

Funding will support the innovative 'Sensing Deep Space: Pandora’s Cluster' exhibit.
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I am passionate about supporting innovative ways to promote tech-based arts in the region.
- Charles Eisemann
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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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Let us help you reach your charitable goals.

Our philanthropic experts are here to work with you to
develop your personal, strategic charitable giving plan.

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

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