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NONPROFITS > CREATE A NONPROFIT FUND

We help you do more good.

Partnering with us means freeing your nonprofit to focus on the most important thing: Your mission. When you establish a fund with us, we handle all investment management and administrative responsibilities. We bring a wealth of local knowledge, experience, and expertise to help you drive long-term financial sustainability and success. We can also help your organization develop planned giving and endowment-building programs to grow your fund. We’re here to help you help others.

How does a nonprofit fund work?
  • Nonprofit organization establishes the fund
  • The donors or the nonprofit itself contribute
  • Grants are typically made back to the nonprofit

The benefits of working with CFT

Annual distributions of earnings

Annual distributions of earnings

Take as a check, defer to the following year, or invest in your fund’s corpus.
Fund management services

Fund management services

CFT manages the fund’s investments so you, your staff, and board can focus on your mission and endowment building. We also manage the operational details — including gift acceptance and tax receipting, accounting, and reporting.
Acceptance of  unusual assets

Acceptance of unusual assets

We can help with handling more complex gifts like privately held stock, mutual fund shares, and real estate, making it easy on you and your donors.
Planned giving and endowment fundraising support

Planned giving and endowment fundraising support

While we don’t serve as your fundraiser, we’re experienced and available to consult with you, your board and committees, and donor prospects about planned giving and endowment strategies and techniques.
Enhanced donor confidence

Enhanced donor confidence

By entrusting your endowment to our Investment Committee and professional investment advisors, you demonstrate that you take your organization’s future, its asset management, and endowment building seriously, while aligning with a trusted community partner.

Dallas Black Dance Theatre

Dallas Black Dance Theatre established a fund with CFT to make continued giving easy for donors.
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Working with CFT saved us from upfront expenses, allowing us to work on increasing the number of individual gifts to the organization.
- Laura J. Brown, Senior Development Director at Dallas Black Dance Theatre
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The Art of Financial Management

The Arts Magnet Advisory Board partnered with CFT when they launched a capital campaign.
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If you do not have sufficient assets to create a stand-alone endowment, CFT provides the structure to access the benefits of a very large investment portfolio.
- Lisa Lawrence Holland, Executive Director of the advisory board of Arts Magnet
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Focusing on Kids’ Futures

Trinity River Mission uses scholarship funds to focus kids on their futures
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Without CFT, we would have to hire someone to manage our funds. We would rather direct that money to the kids we serve.
- Dolores Sosa Green, Executive Director at Trinity River Mission
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Frequently asked questions

With over 70 years of experience, we’re ready to provide answers to any questions you may have.

What is the purpose of a nonprofit agency fund?

Nonprofit funds provide a long-term, dependable source of operating revenue to nonprofits and are traditionally created by the organization itself. Many nonprofits treat their charitable funds at CFT as an endowment fund that helps them plan for the future.

Why CFT?

We partner with nonprofits looking to solve critical social issues. When you work with us, we’ll make your nonprofit visible to our fundholders as part of our vast, searchable database.

We’ll help you get involved in North Texas Giving Day, which helps your visibility and connection with donors. It also makes you eligible for bonus funds and prize money.

You’ll also benefit from our assets and investment expertise — we can help you manage investments and/or endowments by opening a nonprofit agency fund.

When you choose to work with us, you’re working together with a network of other nonprofits to achieve a stronger community.

Do grants have to be made every year from an agency fund?

No. Many nonprofit funds start with the intention of growing for many years before beginning to make disbursements. Many nonprofits treat their charitable funds at CFT as an endowment fund that helps them plan for the future.

Create
a nonprofit fund.

You have many places you could put your focus, but managing an endowment shouldn’t be one of them. Every day, we work closely with nonprofits just like yours to ensure that your charitable giving gives you the control, the flexibility, and the impact you’re looking for. Let us handle the details so you can focus on your mission.

To get started, fill out the form below, and tell us more about your interests. We’ll be in touch shortly.

Katie Kuehl n
Katie Kuehl
Officer, Scholarships and Nonprofit Funds

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