Giving Funds
Maximize your giving and your tax deductions.
| Annual Yield (APY) | Minimum Investment |
|---|
| Giving Fund | 5.00% | $1,000 |
Benefits
CFR Giving Funds
CFR Giving Funds make it easy for you to give to causes you care about and believe in. This two-minute video explains the basics.
| Annual Yield (APY) | Minimum Investment |
|---|
| Giving Fund | 5.00% | $1,000 |
+525
Growth
Church Tithe
$7,000
Missionaries
$2,500
Non-Profit ministries
$6,025
Giving Fund Example
Mark and Debbie Krueger were looking to simplify their giving.
They opened a Giving Fund with Christian Financial Resources using $10,000 in appreciated stocks, $4,000 in private equity, and $1,000 in cash. They received an immediate tax deduction when they opened their account. While the funds were invested, they earned an additional $525 in interest. The Kruegers chose to support multiple ministries and missionaries with several gifts throughout the year. CFR distributed those gifts on the Kruegers’ behalf at the specified times. At the end of the year, Mark and Debbie received one donation summary for their Giving Fund.
Technology has changed. Your giving should, too.
You can give more than cash to support the ministries you love. When you create a Giving Fund, be sure to consider giving from appreciated assets like stocks or real property. Watch this detailed video with our CEO Darren Key to learn how it works.
Convenience of
A Giving Fund
Your Giving Fund is a simple, convenient way to support the causes you care about. With a Giving Fund, you have time to decide when and how to distribute funds, all while you earn a favorable rate of return. When you decide which ministries you want to support, just complete an online grant request and we’ll send the funds—in your name or anonymously. At the end of the year, you will receive a summary showing all your giving, simplifying your recordkeeping and your income tax filing.
Open a Giving Fund
Allocate Stocks or Other Appreciated Assets
Support your favorite non-profit Ministries
A Giving Fund might be the right fit for you if:
You support multiple charitable organizations
You want to simplify your year-end taxes
You give at least $1,000 per year to charity
You own appreciated stock outside of a qualified retirement plan
You want to create a legacy of generosity
Giving Fund Forms
The following forms are available for download in PDF format: