For Advisors
In our role as a neutral partner, CCF creates innovative solutions that help advisors successfully accomplish their clients’ charitable goals and maximize their tax deductions. Our strong track record, experienced staff and extensive resources make us an ideal partner for gift planning. And our long-term financial and investment history ensures that donors and advisors alike can trust our fiscal stewardship of their charitable visions.
CCF is home to more than 1,900 funds, each embodying a donor’s dream for a better world. In diverse areas like the arts, disaster relief, education, the environment, health, housing, veteran’s issues, and more, our donors are making a difference in L.A. and around the world. Discover how you can join with their efforts.
CCF is ideally positioned to help advisors develop and deliver customized giving solutions to your clients. From identifying appropriate fund vehicles and handling complex assets to providing special services, we offer extraordinary flexibility and support for the diverse and changing needs of donors and the communities we serve.
CCF brings the same care to investing our assets that we bring to grantmaking. We’re aligning more of our Endowment Pool with our mission, putting more of our capital to work for transformational social change while maintaining market-rate returns, including a commitment to direct a meaningful share of our endowment toward investments that directly benefit Los Angeles County.
As a self-sustaining nonprofit organization, every dollar that we take in from fees is an investment in strengthening what we do. Our administrative fees enable us to provide top-quality service and expertise to make your giving easy, efficient and impactful. While higher than other competitors, our fees are meant to be a further investment in the community.
-
Administrative Fee Schedule
Download
CCF takes a thoughtful approach to diversification in order to mitigate risk, eschew volatility and identify opportunities that add value. Learn more about our Investment Approach.
Clients often ask their advisors about private foundations. Our charitable giving experts are here to help answer your questions.
CCF’s Private Foundations: Questions, Answers and Options brings together detailed white papers addressing the major questions and issues faced by clients throughout the life-cycle of their private foundations, whether they’re considering a forming a private foundation, looking to enhance their existing foundation or seeking to convert their foundation into something that better fits their needs.
-
Private Foundations: Questions, Answers and Options
Download
We hope you find this information helpful during your conversations with clients. If you or your clients have any questions or would like to discuss further, please contact us at (213) 239-2310 or donorrelations@calfund.org.
- Benefits Of Private Foundation Alternatives
- Tax Advantages Of Gifting Complex Assets Such As LLC Interest Or Real Estate
- Flexible Solutions For Clients Who Want To Establish A Legacy, Provide Scholarships, Or Dissolve A Private Foundation
- Unique Needs Of Entertainment Clients Interested In Charitable Giving
- Anonymity And Protection From Solicitation
- Managing Family Dynamics Through Philanthropy