Using TFEC in Your Practice

Your clients rely on you for sound advice about many aspects of their financial and estate plans. TFEC can help you with the “charitable niche” of your work. Here are some of the ways TFEC can assist you in your practice:

  • Signup to receive our Professional Advisor Insider newsletter
  • 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
  • Help identify if my client is charitably inclined
Zachary Moore Music Memorial Fund

"TFEC is family to us. It means a lot to have the fund at a place where people cared about Zachary when he was alive, and care about this memorial fund that we’ve established in his honor."

Pillars with Purpose

"TFEC has a can-do attitude. They're invested not just in getting the job done, but also emotionally invested—which makes for a great partner."

Owen's Fund

"I think it's really important that we have a structure and an entity like TFEC to help the community thrive."