CFO.Charity

Impactful Generosity, Strategic Focus

As part of CFA’s Mission,  “Inspiring Generosity for Christian Impact,” your success and generosity, for  Christian Impact  is our top priority.  

Just as you need seasoned, committed and talented experts to help you navigate your personal wealth, so too with the wealth you have dedicated for current or future charitable purposes.  CFA’s capacity and focus on accelerating impact for Legacy and Lasting Kingdom Impact, can be implemented within the concept of Family Office services.   

The  term “Family Office” is used to describe private, customized financial and wealth management services for  families with more complex financial, business, and family wealth situations.   A Charitable Family Office service approach brings a holistic approach to serving busy successful families with planning and solutions for their estate plans containing charitable components.

Key Characteristics calling for 
Charitable Family Office services:

1. Impact- Larger financial potential and commitment to charitable giving, including current, deferred and final estate gifts to charity. 

2. Legacy-Desire to pass to next generations continuing charitable initiatives that fulfill your family’s goals and purposes.

3. Strategic-Charitable solutions will include multiple components, such as using:

1. Donor Advised Fund (DAF)

2. Investing DAF Assets for Christian/Social Impact, under “Program Related Investments” principles

3. Investing DAF Assets using customized, complex or private traditional investing solutions

4. Harvest Fund, (accumulating QCD’s) to accumulate excess IRA assets for long term impact

5. Charitable Remainder Trusts

6. Charitable Lead Trusts

7. Endowments

8. Family Private Foundation 

9. Private  Irrevocable Complex Trusts with  significant Charitable components

4. Professional Team- customized personal services  and need to have professional advisors with charitable giving expertise to work with your existing advisor team.

5. Family Mission and Vision - Multi-generational Family engagement.  Interest in passing to children or grandchildren

6. Professional Teams- customized personal services from advisors with complex charitable planning expertise, to work along-side your existing professional advisory team.  Their estate attorney, business or tax advisors, financial advisors, private financing resources, etc.

Often the best charitable solutions include a combination of current and deferred elements.  Too often the Donor Advised Fund sponsor won’t handle charitable trusts, or is unable to help you plan for and implement a complex asset gift, or business succession and estate planning process.  With CFA’s CFO.Charity private services, your priorities in charitable giving can be addressed, managed by our team of professionals, dedicated to your Family’s activities and needs.

If you currently have a family office team, we will work along-side them and tailor our services so you can rest assured that all of the complex rules and processes for charitable gifts and vehicles are properly handled.  

We have investing solutions available, or we will work with your current professional investment advisosr.

CFA provides Trustee services, oversight and administration for all types of irrevocable charitable trusts and many complex charitable trusts.  We provide administration, and advice for private family foundations.  Along with DAF’s, these three charity types can equip your family with strategic solutions in charitable giving to optimize impact while reducing or eliminating income and estate taxes.

Coming Soon....... Our dedicated Charitable Family Office site and private dashboard services are being developed. Please contact us as CFA anytime.