create a fund

As your concierge of philanthropy, we offer many different options for you to give your way. We tailor strategies to your specific situation and will help navigate your giving journey to find the perfect fit. We recognize that life experiences shape our charitable passions, and our team has a variety of ways to work with donors to achieve their philanthropic goals. Together, we can customize a fund for you. 

CFES
BENEFITS

1.

We are a local organization with deep roots in the community.

2.

We have broad expertise on community issues and needs.

3.

We provide highly personalized service tailored to your charitable and financial interests.

4.

Our funds help people invest in the causes they care about most.

5.

We accept a wide variety of assets and can facilitate even the most complex forms of giving.

6.

We partner with professional advisors to create highly effective approaches to charitable giving.

7.

We offer maximum tax advantages for most gifts under state and federal law.

8.

We multiply the impact of gift dollars by pooling them with other gifts and grants.

9.

We build endowment funds that benefit the community forever and help create personal legacies.

10.

We are a collaborative community leader, coordinating resources to create positive change.

Our Fund Types

Donor Advised Fund





Community Needs Fund





Field of Interest Fund





Administrative Endowment Fund





Nonprofit Partner Fund





Designated Fund





Memorial Fund





Scholarship Fund





Corporate Giving Fund






Title
Administrative Fund
Community Needs
Donor Advised
Scholarship Fund
Agency Fund
I want to benefit:
CFES Operating Costs
Local Nonprofits
Students
A Specific Nonprofit
Established By
Nonprofit / Org.
Grantmaking Rate
5%
5%
5%
Minimum to Establish
$10,000
$10,000
$5,000/ $10,000

Let's Work Together

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