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Professional Advisors

Partner with TFEC

Support for professional advisors at every step in the giving process

Our primary goal is to enhance your client relationship and allow you to expand your own offering. We have developed our financial policies to function within estate planners, financial advisors, accountants, and attorney’s workflow, remaining in the background or leading the conversation with your clients. However, if you choose to work with TFEC, we will accommodate to optimize the impact of every gift.

Here are some of the ways TFEC can assist you in your practice

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Let us help you choose the best fund type and type of assets to suit your client’s financial and charitable goals.

Clients who have already established a private foundation may consider establishing a fund at TFEC to take maximum advantage of the tax laws favorable to charitable giving.

Create an Outside Investment Account with TFEC for donors with funds in excess of $75,000 to use their personal financial advisors to recommend investment holdings.

Connect with us for more information or to arrange a no-obligation meeting with you and your client(s) to discuss TFEC and the services that we offer.

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Are you looking to add charitable giving to your list of services?

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