The Citizens First Wealth Advisors Fund serves as an effective, flexible and efficient means of meeting your charitable goals. The fund is designed to simplify your annual giving by allowing you to contribute appreciated assets when you feel the timing is right, and then make grants over time - to the charities of your choice.
Setting up your account is simple, cost-effective and convenient.
Since CFWA is custody and investment neutral, you will work with your financial professional to select the appropriate investment strategy for your charitable giving fund.
Resources and Forms
DAF Donor Circular
DAF Quick Start Guide
*We do not provide legal or tax advice. Consult your legal and/or tax advisor.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Citizens First Wealth Advisors is a trade name of Citizens First Bank. Osaic Institutions and Citizens First Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
How a Donor-Advised Fund Works
Donations
A donor makes an irrevocable, tax-deductible donation to the sponsoring charity of the DAF program.
Investments
The donor works with a financial professional to create a strategy help to grow charitable assets.
Grants
The donor recommends grants to qualified public charities.
*We do not provide legal or tax advice. Consult your legal and/or tax advisor.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Citizens First Wealth Advisors is a trade name of Citizens First Bank. Osaic Institutions and Citizens First Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
If you have any questions or comments, please contact us at 352.751.2166 or CFWAdonors@osaicinstitutions.com.
Resources
*We do not provide legal or tax advice. Consult your legal and/or tax advisor.
Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA/SIPC. Citizens First Wealth Advisors is a trade name of Citizens First Bank. Osaic Institutions and Citizens First Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
