A Family Feels the Joy of Giving Year-Round

A local family found themselves frantically trying to make charitable donations at the end of the year. Instead of rushing to make many cash and stock gifts by December 31, their financial advisor suggested establishing a fund with CFMC.

Their fund was set up in 24 hours with one quick and easy tax-smart stock transfer. Now, they leisurely make decisions about how to support the organizations and causes they care about any time of year —-rather than spending their holidays worrying about tax deductions.