CGFCF and Professional Advisors

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CGFCF and Professional Advisors

The professional advisor plays a singularly important role in helping their client create and realize a personal philanthropic vision.

Whether you have an experienced philanthropic component to your practice or you want to begin offering these services, CGFCF can fulfill your needs.

The Foundation provides professional advisors with customized philanthropic solutions that:

involve the advisor in charitable asset management.
offer maximum flexibility for those donors who want sophisticated investment options.
are provided by an independent charitable organization that does not market directly to your clients.
are provided by a foundation that can accept a variety of illiquid assets.
are tailored to meet the needs of high net-worth individuals and families.
are offered by an organization with an established reputation for quality service and integrity in all aspects of our service.

Benefits to Your Clients
Benefits to You as an Advisor
Identifying Prospects for the CGF Program