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.

Agency Funds

Benefits of a Foundation within CFTB

Common Misperceptions

Community Investment Fee Schedule

Corporate Philanthropy Program

Designated Funds

Donor Advised Funds

Donor Advised Fund Guidelines

Foundation Comparison Chart

Individually Managed Charitable Accounts Program for PAs

Individually Managed Charitable Accounts Program for Donors

Legacy Funds

Ways to Give

Security and Cash Transfer Instructions



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