You are at: Planned Giving > For Advisors > Advisor Resources
Tuesday April 23, 2024
Christian Foundation of the West (CFW) can serve as YOUR Christian Community Foundation. Your clients can set up a Donor Advised Fund, Charitable Trusts or name as remainder beneficiary of a bequest, or gift for Christian charitable purposes. Please contact us today to learn how you can become an affiliated advisor with CFW!
Benefits of Being a CFW Affiliated Advisor:
- Christian Mission and Biblical Principles are adhered to in all services.
- Work directly with CFW's professionals as a team.
- Access to CFW's GiftLaw and Planned Gift resources.
- Assistance with gift planning for charitable trusts.
- CFW can serve as Trustee or Co-Trustee for charitable trusts naming Christian charitable beneficiaries.
- Larger trusts and DAF funds may qualify for separately managed accounts.