A Personal Legacy to Giving:
What is an Endowment Fund?

A fund created to provide a permanent source of support to be used for charitable purposes. The principal of the fund is never spent.

When you create a charitable fund through CFNEG, you have the opportunity to benefit the community forever with a permanent endowment. Your gift is invested over time. Earnings from your fund are used to make grants addressing community needs. Your gift – and all future earnings from your gift – is a permanent source of community capital, helping do good work today and in the future.

Legacy Stability
Donors who endow their gifts can make a difference in the community during their lifetime, and, at the same time, provide a gift that lasts forever. Grants will continue to be made in the name of the fund you establish so that your charitable wishes are preserved.

Expert Help
When donors work through CFNEG to achieve their charitable goals, they benefit from the expertise of experienced staff, community leadership, and investment management.

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For Professional Advisors

Developing a charitable plan that takes into account your client’s financial and charitable needs is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.

 

We want to be a resource for you as well as philanthropic partner for your clients. A full understanding of the many possibilities of charitable giving, which can offer specific tax benefits, can also help your clients achieve financial, personal or business goals.

 

We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our site makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.  We invite you to explore the advantages to you as our colleague in helping your clients explore their giving options.

 

We have an outstanding reputation for integrity and service to donors. And we’ve developed unique resources for you to use in helping donors craft their charitable giving plans.

 

Our Foundation is here to help you with the donation process. If you have questions about our advisor resources that have not been answered in this section, please call us at 770-813-3380.