Resources
Professional advisors (estate attorneys, CPAs, wealth managers, financial advisors and others) are our valued partners in charitable giving. These resources may help you assist your clients carry out their charitable wishes. And we are always available to talk with you about the best ways to achieve your clients’ charitable goals. Click on the PDF’s below for more information.
Benefits of a Foundation within CFTB
Community Investment Fee Schedule
Corporate Philanthropy Program
Individually Managed Charitable Accounts Program for PAs
Individually Managed Charitable Accounts Program for Donors
Security and Cash Transfer Instructions