Financial Advisors
Empower Your Clients’ Charitable Goals While Growing Your Practice
We are the Premier Strategic Partner
for Financial Advisors across the country
Transform your practice by offering comprehensive charitable planning solutions that may reduce or even completely eliminate capital gains taxes. As your back-office service fulfillment partner, we help you retain assets under management while facilitating your clients' philanthropic aspirations.
Why Partner With Us?
Your high-capacity clients who give thousands of dollars to charity each year seek more than just wealth management—they want purpose-driven financial strategies. We provide the charitable planning expertise you need to complement your advisory services
Retain More Assets
Keep investments under your management while offering tax favorable alternatives through sophisticated charitable solutions. Our faith centric Donor-Advised Funds and Charitable Trusts are specially designed to support Christian values, and complement your existing services.
Deepen Client
Relationships
Position yourself as a valued advisor who understands both wealth preservation and Christian legacy planning. Our solutions help you be seen as an expert guide to facilitate meaningful conversations about multigenerational impact.
Access Turnkey Solutions
Leverage our expertise in charitable planning without building internal infrastructure. When you become a Preferred Advisor, we handle all back-office operations, compliance, and fund administration, and whitelabel it all as prepared for your office.
Our Preferred Advisor Solutions
DONOR ADVISED FUNDS specifically designed to advance Christian values and provide personalized service to your clients who care deeply about stewardship
Maintain investment control while offering clients immediate tax benefits
Flexible contribution options for complex and major gift assets
Personalized reporting and grant processing
Provide a personalized relationship service solution for high capacity Donors
STRATEGIC GIFT PLANNING and ASSET CONVERSION
Tax-efficient liquidation of appreciated securities
Creative real estate and business interest solutions
CFA HARVEST FUND - Qualified Charitable Distributions (QCDs) for Charitable IRA Rollovers reducing AGI by up to $210K annually
Complex asset acceptance and conversion
Charitable Gift and Estate Planning integrated into your practice
Client relationship services that donors appreciate
CHARITABLE REMAINDER TRUSTS
Provides for family and charity
Generate lifetime income for clients
Avoid capital gains on appreciated assets
Optimize Tax free estate transfers to family
Explore avenues for substantial deductions to reduce income/estate taxes
Full Trustee services, administration and compliance
You Receive Expert Support for Your Practice
Dedicated Advisor Relations Team
Direct access to charitable planning specialists: Access our team of dedicated charitable experts who help you create tailored solutions that align your faith-driven clients' goals with current giving strategies..
Case design and solution modeling: Transform complex giving scenarios into clear strategies through our customized modeling that shows your clients their optimal path forward.
Polished marketing materials: Present professionally designed materials for your charitably-inclined client, reinforcing your role as their trusted guide in kingdom-focused giving.
Client proposals illustrating tax and giving impact: Demonstrate your value through compelling proposals that clearly illustrate both tax savings and kingdom impact.
Seamless Implementation
Streamlined documentation process: Focus on serving your clients while we handle the details with our efficient, advisor-friendly documentation system.
Efficient fund setup and administration: Move quickly from planning to impact with our streamlined setup process that respects both you and your clients' time.
Comprehensive client onboarding on request: Provide your clients with a white-glove experience through our thorough yet efficient onboarding process.
Philanthropic portfolio reporting to revisit goals: Keep your clients engaged and excited about their giving impact through clear, compelling impact reports.
Professional Development
Annual Charitable Wisdom Lunch n Learns: Expand your expertise through peer learning sessions that combine professional growth with kingdom purpose.
Advanced charitable planning workshops and trainings: Stay at the forefront of charitable planning through our specialized training designed for faith-driven advisors.
Online resource library: Access best-in-class resources 24/7 through our Generosity Learning Center—a comprehensive online library of videos, handouts and templates to help educate clients
Practice development tools, widgets and PDFs: Grow your practice with our proven calculators, guides and other tools that help you attract, inform and serve more kingdom-minded clients.
CHECK OUT THE RESOURCES PAGE NOW TO PREVIEW A SELECTION OF WHAT’S AVAILABLE
Start Growing Your Practice Today
Schedule a confidential consultation to learn how our charitable solutions can enhance your client relationships and grow your AUM. If you have a specific situation, we’re happy to offer our insights.
Client Tax-Saving Strategy Questionnaire
Complete this short 20-question Q&A session on behalf of your client to find the best tax saving strategies for their giving. We’ll then connect with you for a one-on-one consultation to discuss specific needs and calculate scenarios that you can propose.
Feel free to share this link with clients to start the conversation
Looking for a Way to Give Back ?
Seasoned or retiring financial advisors who would like to use their God-given expertise in a new chapter of life…
YOU’RE INVITED
to learn more about our active volunteer network of stewardship advisors serving churches and nonprofits
Armed with CFA’s robust training, resources and support, you’ll find renewal and purpose, being instrumental in empowering donors to find fulfillment as they learn how to give to support and inspire the next generation of church .
Heed the call… Consider becoming a
CFA GladVisor!
