Start Early! Complex Assets Take More Time to Donate
DONATING ASSETS—both current and deferred—can help fulfill your charitable
goals. In addition to cash and marketable securities (stocks, bonds and shares ofmutual funds), we work with our donors and their professional advisors to facilitate the contribution of complex assets such as those pictured on the right.
CFT provides the knowledge, expertise and due diligence to evaluate, receive, manage and invest contributions in the most caring, efficient and tax-favorable manner. Contributions funded with assets other than cash and highly marketable securities are evaluated on a case-by-case basis.
To make your gift a reality, please involve us early. We look forward to working with you in the creation of a donor-advised fund, a designated fund for a beloved
organization, a charitable gift annuity or other gift
arrangement that fulfills your philan-thropic wishes.
To get started, contact
Carolyn Newham at 214-750-4146 or cnewham@cftexas.org.