• C in CFAD
    • Reflecting Catholic Values
      • Catholic Identity
        • CFAD Prayers
      • Mission, Vision & Values
      • Leadership
        • CFAD Committees
      • Transparency
      • Updates
      • Contact
  • Plan
    • Maximize Your Legacy of Values
      • Ways to Give
      • Individuals
      • Catholic Organizations
      • Professional Advisors
      • Asset, Income & Tax Benefits
      • Latest News to Help Plan
  • Invest
    • Catholic Responsible Investing
      • Best Practices
      • Strategic Portfolios
      • Investment Reports
      • Oversight
        • Investment Committee
  • Grant
    • Funding Used as You Intend
      • Stability for the Faith
      • Types of Funds
      • Current Funds
        • Catholic Education
        • Cemeteries
        • Parish Life
        • Social Services
        • Vocations
        • Your Fund
        • St. Katharine Drexel Fund
      • Grant Application & Evaluation
  • Donate
|||
Catholic Foundation in the Archdiocese of Dubuque
Email Phone Facebook LinkedIn Twitter
Search
  • C in CFAD
    • Reflecting Catholic Values
      • Catholic Identity
      • Mission, Vision & Values
      • Leadership
      • Transparency
      • Updates
      • Contact
  • Plan
    • Maximize Your Legacy of Values
      • Ways to Give
      • Individuals
      • Catholic Organizations
      • Professional Advisors
      • Asset, Income & Tax Benefits
      • Latest News to Help Plan
  • Invest
    • Catholic Responsible Investing
      • Best Practices
      • Strategic Portfolios
      • Investment Reports
      • Oversight
  • Grant
    • Funding Used as You Intend
      • Stability for the Faith
      • Types of Funds
      • Current Funds
      • Grant Application & Evaluation
  • Donate
    • Did you miss our educational webinar on CGAs & DAFs? 

      Good news! You can watch the recording here. watch!

      You will find creative solutions to client problems with a Donor Advised Fund and/or a Charitable Gift Annuity. Learn how using these two charitable tools can help your clients achieve multiple personal objectives and divert tax dollars to their favorite charities in the process.
  • Your clients want to invest and give wisely.

    • Access our free resource to help you and your clients!

      • 60% of advisors agreed that having discussions about philanthropy has helped them establish new clients

      • 74% see these discussions help deepen relationships with clients

      • 63% of advisors said philanthropic discussions have helped them build relationships with clients' extended family

    • Subscribe for free and receive:
       

      • Latest tax and estate updates from Washington, D.C.

      • Private letter rulings

      • Case studies on both common and unique charitable situations

      • Relevant articles on helping your clients make the most of cash and the roughly 97% of non-cash assets

    • Partnering Together to Add Value for Clients

      Businesspeople Around a Table Looking at Forms

      CFAD has many options that you could suggest as part of your clients' financial plans.

      • Are they considering a family foundation or want to give anonymously? Explore donor advised funds with CFAD.

      • Clients may not always need the income from their IRA required minimum distributions and not want to pay the related taxes. They can make a qualified charitable distribution to CFAD and start an endowment fund or give to an existing one.

      • Do they want their values of stewardship to be passed to future generations? They can endow a donor advised fund with CFAD and name generational advisors. 
         

      • Is there a large taxable event that your client is looking to offset? Starting a fund or giving to an existing one could minimize that liability.

      • Inherited IRAs impose time limits on when the funds must be taken. A testamentary charitable gift annuity may be an option to benefit a family member more gradually and lesson the tax liability while also helping a charity later.
       
      • Do you have a client looking to include CFAD and/or one of its funds in their will? This sample bequest language may be helpful.
  • C in CFAD
    • Reflecting Catholic Values
      • Catholic Identity
      • Mission, Vision & Values
      • Leadership
      • Transparency
      • Updates
      • Contact
  • Plan
    • Maximize Your Legacy of Values
      • Ways to Give
      • Individuals
      • Catholic Organizations
      • Professional Advisors
      • Asset, Income & Tax Benefits
      • Latest News to Help Plan
  • Invest
    • Catholic Responsible Investing
      • Best Practices
      • Strategic Portfolios
      • Investment Reports
      • Oversight
  • Grant
    • Funding Used as You Intend
      • Stability for the Faith
      • Types of Funds
      • Current Funds
      • Grant Application & Evaluation
  • Donate
CFAD Logo
CFAD@OurCFAD.org
120 5th St. NW  | Cedar Rapids, IA 52405
Phone: (563) 552-0176
Charity Navigator 100 Out of 100 Give With Confidence Member of Consortium of Catholic Foundations Platinum Transparency 2023 Candid - Guidestar
  Privacy & Terms of Use Policy  
Login
powered by eCatholic®