Professional Advisors
Maximize Returns for Your Clients And Their Causes
As philanthropic specialists, we can help your clients think boldly — and creatively — about ways to give. We are dedicated partners who are equally invested in your clients’ goal of integrating philanthropy into their major life and tax decisions — maximizing the financial return for both your clients and the causes they care about.
Donor Advised Funds
Help your clients give back to their community by advising them to join ours. The Foundation’s donor advised funds (DAFs) are distinctive because they offer many advantages, including:
- Flexibility on investments
- Maximum charitable deductions
- The opportunity to donate non-publicly traded assets
We can take a flexible, personal approach to giving because our experienced team manages a wide range of giving vehicles and understands the unique contours of our communities.
Learn more about how our DAFs are different.
Legacy Funds
Designing a charitable legacy serves as a unique opportunity for your clients to honor their family and preserve their impact on a cause or community for generations.
We specialize in supporting advisors as they craft plans that align their client’s legacy with their goals and values. No matter the passion or cause, our team will conduct the research, partnership-building, site visits, and impact assessment to ensure your client’s philanthropic work drives the change they desire.
Learn more about crafting a lasting legacy.
Fact Sheet | Video | Core Questions to Ask
Various Asset Contributions
We can support your client in tailoring their philanthropic plans around different types of asset contributions — whether they are simple or complicated. Your clients may contribute any type of asset to their fund, at any time. These include:
- Cash, Securities or Real Estate
- Closely Held Businesses
- Retirement Plan Beneficiaries or Life Insurance Beneficiaries
- And more
Learn about our range of giving options.
Next Generation Giving
We can help engage the younger generation in your client’s giving. They can work together as a family to share ideas, craft a vision, and enjoy the fulfillment of being a part of a philanthropic legacy.
We always ensure that giving strategies incorporate your client’s intent and entrust decisions to successor advisors of their choosing.
Learn more about designing a giving strategy.
Increase Impact
Instead of just writing a check, your clients can help solve a problem, too. At CFNJ, we can incorporate your client’s passions into charitable projects that matter.
We know the opportunity to create impact extends well beyond non-profits, and we can work with you to ensure your clients achieve their philanthropic goals.
Learn more about how we leverage dollars for charitable causes.
Non-Publicly Traded Assets
We specialize in turning non-publicly traded assets into liquid charitable assets, providing your clients the opportunity to do spectacular things across the philanthropic spectrum.
As an experienced partner, we keep your client’s priorities and values top of mind. It is this personalization that sets us apart and leads many professional advisors to work with us.
Learn how we seamlessly handle personal philanthropy.