As a public foundation serving central and southern Missouri, our intent is to provide you with personalized service that will allow you to realize your charitable goals.
When establishing a fund with the CFO, donors can expect the utmost attention to fund administration and personalized service not available at most major financial institutions. It is important to the CFO that donors know the business of our organization is impeccable. We are proud of a long tradition of successful fund management. To maintain these standards, we provide tax acknowledgement letters, quarterly fund statements, fund information via Fund Manager, appreciated stock and real estate acceptance, and proven investment performance — all by an attentive and caring staff.
It’s personal. Your charitable giving should reflect who you are and turn your passion into purpose. Your personalized fund will enable you to have the greatest possible impact. This also means you decide the size and timing of grants — no annual distribution required or minimum grant amount.
No case numbers or call centers. Our expert staff is here to help. From nonprofit and community knowledge, potential grantee research, grant tracking, progress reports and other back-office services such as accounting, administration and IRS compliance, you’ll talk to a person that wants to assist in streamlining your giving and make it as easy as possible.
Community is our first name. Fund holders are invited to educational events about community issues and opportunities. You will have the chance to engage with those affecting change on the ground level.
You’re a part of our family. You will receive special invitations and communications as part of the CFO family. We believe family philanthropy strengthens communities and we are prepared to discuss intergenerational giving to engage your family.
Leave a legacy. Leaving a planned gift through the CFO allows you to support your charitable goals in perpetuity. We are prepared to discuss charitable estate planning options to further establish your legacy.
24/7 access. You will have access to your fund information at any time through Fund Manager, our online donor platform. From there, you can make grant recommendations, review your giving history, see your fund balance and view additional information.
We’re here to help.
When you’re ready to give, we’re ready to talk. Our development team, led by Winter Kinne and Alice Wingo, is happy to help you achieve your charitable goals.