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.
We Offer:
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Dedicated philanthropic advisors who provide extensive community knowledge
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Charitable giving options that meet your needs for today and in the future
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Customized legacy planning
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Flexible grantmaking
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Freedom from accounting management and tax filings
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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?
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Charitable Concierge
A dedicated relationship manager serves as your charitable concierge, ensuring the highest level of service.
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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.
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No Startup Costs
Your charitable donation is fully grantable. It costs $0 to open the fund to create and customize your governing documents.
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Customized Grantmaking
We offer tailored research, identification, and vetting of nonprofits, including multiyear commitments and nonprofit reporting.
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Better Tax Benefits
Enjoy higher immediate tax benefits and no net investment income tax.
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No Annual Charitable Payout
There is no annual required amount to grant.
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Privacy
You decide, grant by grant, how much information to share with recipients.
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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:
- Develop customized lists of grant opportunities
- Provide financial reviews of nonprofits of interest
- Coordinate site visits to build stronger knowledge of nonprofits
- Collect and review grant performance reports to better understand progress toward key goals
- 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
CFT’s Eisemann Edge
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.