JEFF & ALISON BALCOMBE
“We have been CFT fund holders for over a decade and have seen firsthand the resources that CFT provides. CFT actively evaluates charitable organizations, provides tools for fund holders to better understand charitable giving and provides many opportunities for involvement beyond giving. We chose to join CFT’s Live Oak Society and leave a legacy with CFT to set an example for our children and future generations. CFT helped us think through our options in allocating and administering our legacy fund, laying the foundation for our family’s financial stewardship and continued involvement in giving back.”
KERN AND MARNIE WILDENTHAL
“Joining CFT’s Live Oak Society and establishing a ‘Family Fund’ as a means to provide ongoing support to a variety of important nonprofit organizations were easy decisions for us. In addition to relieving us of worrying about how to invest and preserve our philanthropic funds for our old age and beyond, a donor-advised fund at CFT that will last for decades to come will enable our children and grandchildren to learn and experience the joys of giving to deserving causes.”
Contact our team of CFT experts to join CFT’s Live Oak Society or start a conversation and explore planned giving opportunities for you and your family.
