Asset delivery instructions

You can contribute cash, securities and more to an FFTC fund.

Give strategically with fftc:FWD

No issue exists in isolation, and when you see how they overlap, you can take smart, targeted action.

Generate your personalized brief and discover your path to making a difference.

Bunching calculator

This calculator can help you evaluate whether bunching is a strategy you may want to consider for maximizing tax deductibility. 

Fund agreements and forms

Find all the forms you need to establish a fund, select investment options and manage representatives.

Advisor Toolkit

Learn how we can be a valuable resource for your charitably-minded client who wants to make a lasting difference in their community – now or in the future.

Strategic Giving Guidebook

This useful guide will walk you through the process of identifying your charitable vision - and turning it into reality.

Charitable Giving Guide

Learn details about the Foundation, as well as our products and services, so you can be well-informed and strategic about your giving. 

Subscribe to Resources for advisors