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Planned Giving

Plant a Seed for the Future

Planned giving allows you to create a lasting legacy while supporting the causes and communities you care about most. CFSA works with you and your professional advisors to create a charitable plan that reflects your values and helps your generosity continue for generations.

Planned Giving

Planned Giving Options

Whether you want to support a favorite nonprofit, involve your family in philanthropy, or respond to future community needs, we can help design a giving plan tailored to your vision. 

Bequests

Create or add to a fund through your will or living trust.

Beneficiary Designations

Name your fund at CFSA as a beneficiary of your retirement account or life insurance policy.

Legacy Giving

We help make planned giving approachable, personal, and aligned with the future you want to help create.

Connect with Your Philanthropy Team

Ready to make an impact? Email your Philanthropy Team today or call us at (520) 770-0800.