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PARTNER WITH US
Developing a charitable plan that includes the financial goals and philanthropic interests of your client is both a privilege and a challenge. With our thoughtful planning and diligent stewardship, we partner with you to develop client-focused giving strategies that meet your clients' financial and charitable goals.
We Can Help
Identify your clients' charitable interests and goals
Match personal charitable interests with tax planning needs
Create and implement charitable plans integrated with major business, personal and financial decisions
Provide information on community needs and the organizations making a difference in the areas your clients care about most
Deliver grant-making expertise and a range of administrative services related to charitable giving
Benefits We Provide
Maximum Tax Benefits
As a tax-exempt public charity, CFES offers giving solutions that maximize benefits to donors on capital gains, estate and income taxes.
CFES is able to process gifts of marketable securities, closely held stock, retirement funds, real estate, and more. Clients can give the gift outright or structure it to produce a lifetime of income.
A fund at CFES has the benefits of a private foundation without any of the legal complexities, administrative burdens and compliance requirements.
A client’s CFES fund can bear their name or that of their family, their hero, or loved one. Or, if they prefer anonymity, we can ensure that too.
With diligent oversight by the CFES Investment Committee and the professional guidance of our independent investment consultant, a client’s fund can be invested for long-term growth, allowing them to make generous grants for years to come.
Your client will receive quarterly statements to keep them apprised of all activity in their fund. Annual independent audit by TGM Group, LLC is available to the public.
We are your feet on the street. CFES staff members frequently visit local nonprofits and participate in community conversations. We are always happy to share our knowledge and experience.
Advisors can retain and manage client charitable assets at their financial institution on an ongoing basis.
Your client’s generosity will grow. Under the stewardship of CFES, their gift will support their philanthropic priorities forever.
Be assured, we do not provide legal or financial advice, and do not attempt to replace the role of a professional advisor. We help people to make effective plans for carrying out their charitable wishes. Meetings are confidential.
To contact us, call anytime. 410.742.9911
Types of Funds
We offer a variety of fund types to fit the needs of your clients' charitable goals.
Creative Giving Options
The easiest way to contribute, whether by check, credit card, or actual cash. Donors who make gifts of cash are eligible for a charitable deduction in the year the gift is made.
Checks Payable To:
Community Foundation of the Eastern Shore
Note the name of the fund in the memo line.
Click HERE to donate online with a credit card.
Real estate, appreciated securities and closely held stock are all suitable gifts and may be deductible as a charitable contribution. Capital gains taxes can be avoided in most cases, and deductions can be taken immediately and carried for up to five years.
Legacy & Estate Gifts
Plan now, give later, by including a gift in your will. Bequests can take the form of a specific item (such as a home), a specific amount of money, or a portion of your estate (including retirement funds or a life insurance policy) A properly structured gift can help mitigate estate tax liability, provide a legacy, and preserve charitable intent.
Life Income Plans
Life income plans, such as charitable gift annuities, provide an immediate charitable deduction, income for life, and a future gift to a charitable fund. Structured appropriately, life income plans can also reduce or eliminate capital gains on gifts of appreciated property and reduce your taxable estate.