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ESTABLISH A FUND

Simplify Your Client's Giving

By partnering with CFAAC, you can make it easier for your clients to give effectively and maximize their tax benefits. With a single gift of $10,000 or more, your clients can establish a fund at CFAAC that allows them to qualify for an immediate tax deduction and give to the causes they care about most. It's like having their own private foundation; only without the hassle and expense.

A fund at CFAAC can be created with a current gift or by a bequest. We accept a wide variety of assets, and can facilitate even the most complex forms of giving. 

We’d love to meet with you to talk about how we can help you and your clients create a plan that meets their philanthropic giving strategy and financial goals. 

Our knowledgeable staff is happy to meet with you and share more, please call us at 410.280.1102

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