Donors

Protect Your Wealth, Provide for Family and Simplify Gifts to Charity with Tax-Smart Giving Strategies.

Embark on a Personal
Journey of Empowerment

What if God has blessed you so you could now share
in supporting His work as a generous steward
of all He gives?

You've built a successful life but perhaps you’ve yearned for something more – a deeper purpose behind your prosperity. What you've built isn't just wealth; it's POTENTIAL IMPACT waiting to be unleashed for eternal purposes. What if everything you’ve done in your life until now was preparing for a fresh calling?

A Journey of Distinct Purpose

Your purpose in this chapter of life can echo throughout generations - not just in monetary support, but in lives transformed and communities renewed.

Truth is, our limited time on earth has divine purpose.

It's not just about philanthropy; it's being the channel
God uses to empower His work.

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The LORD's eyes keep on roaming throughout the earth, looking for those whose hearts completely belong to him, so that he may strongly support them.

2 CHRONICLES 16:9

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YOU are uniquely positioned to see a world needing His message of hope.
Will you heed the call?

Let's embark on this journey together!

How We Help

We Set Up Unique Giving Solutions 

Your passion and concerns are elevated to a whole new level when our team of seasoned professionals brings decades of experience into your charitable tax strategies.

Tax-Smart Funding Strategies

Navigate complex tax regulations with confidence. Our expertise helps you give to charity more efficiently, reducing your tax burden while amplifying your charitable impact.

Legacy-Minded Charitable Estate Planning

Design family inheritance with current or deferred gifts to charity. Imagine a plan that provides for them, offers you lifetime income, saves taxes and creates a meaningful gift for Kingdom impact.

Expert Guidance. Kingdom Impact.

We provide a full range of concierge level services, including Donor Advised Funds, Charitable Estate Planning, Charitable Trust design and implementation, and memorial or endowment funds. We’ve built a reputation on white-glove service and warm, friendly communications that foster a true sense of “family” among our members.

We encourage you to check out our RESOURCES tab, where you’ll find a host of helpful information including:

  • Gift and Estate Planning videos and information sheets

  • Endowment Fund Set-Up Instructions

  • Trusteeships & Long Term Funds Management 

  • Guidelines for Choosing an Estate Attorney

  • Strategic Asset Management Ideas

We are here to support individuals and families directly, Please reach out anytime. We also work in tandem with your ADVISORS, and have programs for your favored CHURCH or CHARITY to educate groups and reach your community.

Here are the top 3 ways to give now

Donor Advised Fund • Experience the Joy of Free-Flowing Generosity with a Flexible Tax-Free Giving Fund

Think of a DAF as your personal foundation minus the complexity. You receive an immediate tax deduction when contributing, while your funds grow tax-free until distributed. This means more resources available for Kingdom work.

The beauty of a DAF is its flexibility. You don’t need to think in terms of cash gifts… you can contribute appreciated stocks, business sales, real estate or complex assets, avoiding capital gains taxes while maximizing your charitable impact. 

And you're not rushed to decide which organizations to support right away. When God puts a need on your heart - whether it's helping with disaster relief, supporting a church initiative, or funding a mission trip - you can recommend grants from your DAF. We handle it from there!

Many Donors have a DAF as a convenient "1-Stop" solution, giving as they go, and deciding where to give later. Others fund their DAF up front, and invest tax-free over several years. Both choose to open DAFs because they:

  • Simplify giving by consolidating all charitable activities into one account

  • Allow for thoughtful, strategic giving aligned with your values

  • Provide excellent tax benefits, especially in high-income years

  • Create a lasting legacy of generosity that can involve your whole family, including your heirs after you pass away

The minimum to open a DAF is just $10,000 - much lower than a private foundation, and it can be set up immediately.

With a DAF, you're ready to be God's hands and feet whenever opportunities arise. It's a powerful tool that helps you be an even better steward of the resources He's entrusted to you.

QCD (CFA Harvest Fund) • Redirect Unused Retirement Funds into an IRA Charitable Rollover

At age 73, you're required to take a TAXABLE Required Minimum Distribution (RMD) from retirement accounts --whether you need it or not. But there's a powerful alternative: the Qualified Charitable Distribution (QCD). The QCD is available at age 70 1/2, and it counts towards your RMD when that kicks in, making this a gift that’s perfect for retirees.

A QCD allows you to transfer up to $108,000 directly from your IRA to charity - completely tax-free. (Up to $216,000 if married filing jointly.) This transfer counts toward your RMD while REDUCING your taxable income, potentially lowering Medicare premiums and Social Security taxation.

The Lord has blessed you with resources in your IRA. Now you can:

  • Support your church and favorite ministries without increasing your tax burden

  • Reduce your taxable income while fulfilling your RMD requirement

  • Make significant charitable gifts without affecting your current cash flow

  • Create immediate impact for God's Kingdom

Many faithful stewards use QCDs because they eliminate taxes on IRA distributions while advancing Kingdom work. It's strategic stewardship that honors both good financial sense and generous hearts.

Would you like to learn how a QCD could enhance your giving this year? We can help ensure your gift creates maximum impact while meeting IRS requirements.

Charitable Remainder Trust (CRT) • Transform Your Long-Term Appreciated Assets into Tax-Free Lifetime Income

A Charitable Remainder Trust (CRT) offers a powerful way to avoid capital gains tax, create reliable income for life, and leave a lasting charitable legacy.

Here's how it works: You transfer appreciated assets - like real estate or stocks - into a CFA CRT. The Trust then:

  • Sells assets tax-free and reinvests for income

  • Pays you and/or loved ones income for life or a term of years

  • Provides an immediate tax deduction

  • Benefits your chosen ministries after your lifetime

Example: A $500,000 property placed in a CRT could:

  • Generate 5-7% annual income

  • Provide $200,000+ immediate tax deduction

  • Avoid $100,000+ in capital gains tax

  • Create substantial future charitable impact

Many Christian stewards use CRTs to:

  • Convert appreciated assets into retirement income

  • Reduce current taxes while supporting Kingdom work

  • Create reliable income for surviving spouses

  • Leave significant charitable legacies

Ready to explore how a CRT could enhance your stewardship journey?

Transform Your Giving. Multiply Your Impact.

Maximize your tax benefits while expanding your charitable impact

Create structured giving plans that align with your values and vision

Support multiple ministries and causes through a single, streamlined solution

Build a lasting legacy incorporating your faith-based gifts to charity

All you need to do is contact us, and we'll walk through the options available to you and get you set up to start giving with freedom, right away!

  • "A DAF helped us turn appreciated stock into immediate support for our church's mission work, while being strategic about long-term giving.”

    - Jim E.

  • "I knew I wanted to leave a gift to charity when I pass, but I didn’t realize the many ways I could do this, gain tax advantages for my family and make use of IRS tax laws to benefit charities... I love being able to give now and see results while I’m still around!"

    - Lois P.

  • "I sold my business and didn't know how to save some and give some in a way that would preserve my inheritance to kids while paying zero taxes... CFA showed me the many ways it could be done!"

    Juan E.

Let’s walk together as you explore your next steps! 

We make it simple to plan your generosity journey, gain peace of mind, and experience true joy and fulfillment in this season of giving!

Just click the button below, and you’ll be on your way through your personalized discovery process.

A Call To Serve

Perhaps you have the gift of giving, or sense a philanthropic calling in your life to do more than write checks, but to prayerfully be part of a ministry’s growth?

If that’s you, we’re excited to introduce a new program of CFA designed to raise modern-day Gospel Patrons in a new venture for today’s charities. Click the button here to learn more…

Upcoming Event

March 27, 2025

North Ranch Country Club
Westlake Village, CA

10th Annual Grant Awards Celebration

Our once-a-year gala celebrating this year’s most deserving grant winners and their supporters!

It's our 10th anniversary, and there are a number of new entries who will be represented this year in a showcase of the amazing Kingdom-expanding projects in our community that are worthy of recognition and honor.

GIVE GENEROUSLY to the Grants Fund, then join us for a wonderful evening of fellowship and joy!

100% of gifts made by our members and attendees will go directly into this year's Grants Fund—the more you give, the more they gain! We hope to see you there.