Professional Advisors – Helping your clients give smarter.
Whether you are a financial advisor, attorney, or CPA, we believe Professional Advisors are our partners in charitable giving. You have clients with charitable interests and we have the philanthropic expertise to help to fulfill those charitable goals.
CTF provides a simple, powerful, and highly personal approach to giving. We work closely with you to develop or enrich the charitable giving strategies that match your client’s personal interests and tax planning needs.
- Customization of Clients Legacy Wishes
- Freedom for Clients to Choose Their Own Investment Managers
- Local Giving Expertise
- Tax Benefits