Tuesday April 23, 2024

Advisor Resources

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.
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