We're here to answer them!
This page is here to address most of the common questions we get, but we would be honored to connect with you in real life! Send us an email or give us a call, and we'd love to tackle whatever charitable question you have.
We work with CPAs, financial advisors, and estate planning attorneys in a variety of ways, helping them navigate charitable giving questions and find solutions for their clients. Here are three of the most common ways we help.
Have a client interested in establishing a donor advised fund or exploring charitable giving options? Send them our way. We'll guide them through the process while keeping you involved.
Invite our team to present on donor advised funds, charitable tax updates, and giving strategies that help you better serve your clients.
Have a charitable giving question or a complex client scenario? Give us a call. We're here to share our expertise, talk through options, and help you find solutions.
The earlier, the better! Whether your client is preparing for retirement, selling a business, updating an estate plan, or looking for a more intentional approach to giving, we can help explore charitable strategies that align with their financial and philanthropic goals. You don't need to have all the answers before calling us.
In addition to cash and appreciated securities, CFF can accept real estate, closely held business interests, and other complex assets, subject to our gift acceptance policies. Our team can help evaluate charitable giving options and coordinate the necessary steps alongside you and your client's professional team.
Absolutely. Our role is to complement your expertise, not replace it. We work behind the scenes or alongside you, depending on what best serves your client. In some circumstances, there may also be opportunities for an existing investment advisor to remain involved in managing charitable assets, subject to applicable policies.
Yes. We help clients incorporate charitable giving into their long-term plans, whether that means establishing an endowed fund, supporting specific organizations, or creating a lasting family legacy. We work alongside you to develop giving solutions that reflect your client's intentions.
Not at all. While Central Florida is our home, your clients can support eligible nonprofits across the United States, and international giving is also possible with additional due diligence. If they're unsure where to give, we can help them explore their interests, understand community needs, and discover organizations that align with their values.
Ready to talk more? Let’s get in touch! Call our VP of Philanthropic Strategies and Partnerships, Steven J. Jerina, MPA, CAP® at 407-872-3050, or send an email.
