Stay up-to-date with the latest news and tools curated just for you!
We are excited to send you our newsletter, CFT Advisor Connection, to keep you up-to-date on CFT’s offerings and services, as well as important changes in the laws and regulations around charitable giving. We hope you will provide us feedback and suggestions as we keep you informed.
View past editions of recent CFT Advisor Connection e-news:
Reminder to register for our virtual continuing education course and professional seminar, charitable giving tips for clients related to life insurance and retirement plans, our Winter Weather Crisis Relief Fund, new Be In Good Company
program, and more!
New virtual continuing education course, upcoming professional seminar, welcoming new Fund Holders and Advisory Council members, charitable giving tips for clients, and more!
Working with CFT at Year-End, and Be In Good Company
Year-End Contribution Deadlines, 2020 Charitable Deduction Options, and Where Giving Thrives brochure
Year-End Contribution Deadlines, North Texas Giving Day Recap, and National Estate Planning Awareness Month
QCDs and CLATs, Newest Advisory Council Members, Upcoming Advisor Events, North Texas Giving Day 2020, and more!
Power of a Donor-Advised Fund, Revive Dallas Small Business Relief Fund, CAP Study Group, North Texas Giving Day 2020, and more!
Professional Seminar, North Texas Giving Tuesday NOW, COVID-19 Response, CARES Act Update and more.
CAP® Study Group, CFT/SMU Professional Seminar and Upcoming Advisor Events
Celebrating Professional Advisor Partners, Tax Savvy Tips, and Upcoming Events