CBF Foundation's Services for churches and organizations

The CBF Foundation offers account administration, investment and fund management, and endowment fund promotion services to churches and fellowship ministry partners. Whether your fund is a scholarship fund, building fund, cemetery fund, ministry fund, or just an operating reserve, we offer a variety of prudent investment vehicles.

We provide monthly accounting statements, quarterly investment performance summaries, and can help establish and administer planned gifts (payments & 1099’s) with your donors to benefit your organization.

Learn more with the CBF Foundation brochure.

Endowment Promotion Services

"CBF Foundation staff helped us to better understand our role as a church foundation so that we could more effectively serve the mission of the church." Jim Strom, President First Baptist Church of Clemson, SC Foundation Clemson, SC

Because endowments are so significant, the CBF Foundation provides specific promotion services such as:
• Offer private consultation and workshops on endowment promotion strategies
• Conduct seminars on the importance of endowments and how churches and organizations use them to support missions and ministry
• Lead seminars on giving through bequests in wills, charitable gift annuities, and charitable trusts
• Assist with direct donor solicitation 
• Help find trustworthy professional advisors for your donors
 

 

Fund Management Services

The CBF Foundation offers a full range of investment options specifically designed for churches or ministry organizations. Whether you intend to use all of your funds in less than a year or keep the principal invested permanently, we have a fund or combination of funds that will meet your needs. Download a sample fund management agreement
• Assist in developing endowment asset allocation and spending policies
• Administer charitable gift annuities and charitable trusts (donor payments, 1099's, and K-1's)
• Report on investment performance in monthly account statements or in person
• Distribute endowment income according to organizational needs
• Monitor preservation of endowment principal
 

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