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Building Wealth with Purpose
For Kingdom Minded Financial Professionals, CFW offers new ways to build and strengthen client relationships
What if you could offer your clients an array of new services while helping to fulfill God's intentions? Well, you can - by working with Christian Foundation of the West (CFW) in the area of charitable giving.
CFW helps financial planners, CPAs, attorneys and other professionals build stronger relationships with their clients. We enable your clients to give in tax-smart ways - and get the greatest possible impact out of their giving. We also provide you with a vast array of tools and educational materials to strengthen your expertise in charitable giving.
Here's some of what CFW can do for you and your clients:
- Create donor advised funds and allow your clients to greatly simplify their giving. In some instances, you may even manage the investment of your clients' assets after they have been given to CFW.
- Give practically any kind of gift. From marketable securities ... to real estate ... to shares in a privately held company, CFW offers innovative ways to liquidate assets and put the proceeds to work in the Kingdom.
- Balance giving with other financial goals. If your clients seek to give more but need to balance their philanthropy with income needs or estate-planning goals, CFW offers several solutions.
- Educational materials. Our goal is to help you help your clients. So we provide you with tools and training to serve your clients in ways other financial institutions can't.
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