Attorneys, CPAs, financial planners, trust officers, and other professionals are valued partners in charitable giving. Together we can develop client-focused giving strategies that meet your clients' financial goals and philanthropic interests.

SCHOLARSHIPS

Tell your visitors your story. Add catchy text to describe what you do, and what you have to offer. The right words can inspire and intrigue your audience, so they’re ready to take action on your site. To start telling your story, double click or click Edit Text.

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.

Flexibility
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.

True Simplicity
A fund at CFES has the benefits of a private foundation without any of the legal complexities, administrative burdens and compliance requirements.

Personalized Recognition
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.

Savvy Investing
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.

Total Accountability
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. 

Local Insight
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.

Advisor Retention

Advisors can retain and manage client charitable assets at their financial institution on an ongoing basis. 

Lasting Legacy
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. 

For questions please contact:

B.J. Summers

Director of Development & Donor Relations

 410-742-9911 or  bjsummers@cfes.org

Document Library

Creative Giving Options

Cash

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.

Credit Card:

Click HERE to donate online with a credit card.

Appreciated Property 

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.

ENDOW

MARYLAND

FINANCIALS &

ACCOUNTABILITY

LEGACY

SOCIETY

IRA CHARITABLE

CONTRIBUTION

GIVE

NOW

VISIT US

1324 Belmont Ave., Ste. 401

Salisbury, Maryland 21804

Tel: 410.742.9911

HOURS

Mon. - Fri. 8 am - 4 pm

SUMMER HOURS: June 4 - Sept. 1

Mon. - Thurs. 8 am - 4:30 pm

Fri. 8 am - Noon

RESOURCES

  • FB CFES
  • insta CFES
  • Twitter CFES

Get involved.

Get Updates On Special Events & Nonprofit News

© Community Foundation of the Eastern Shore, Inc. 2018