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Donor-Advised Funds (DAF)

Donor Advised Fund.

Donor-advised funds provide you with a simple, flexible, and tax-efficient giving opportunity. Receive an immediate tax deduction when you deposit cash or proceeds from appreciated assets into a single charitable giving account. Then, recommend gifts be made at a time that works best for you.

If you already have a donor advised fund, please partner with us by making a distribution to CBE this year.

If you do not have a donor-advised fund, CBE’s financial planning partner, the Barnabas Foundation, offers the Stewards Fund.

The Stewards Fund offers:

  • Planning and investment expertise
  • Flexibility—they accept several different types of assets
  • Earnings growth potential
  • Low administration cost
  • Tax advantages

Benefits of Using the Stewards Fund

  • Flexibility. Grants can be requested at any time of the day using Barnabas Foundation’s convenient online grant system. You may choose to give in one-time or recurring increments, and you may choose to designate your gift to meet specific organizational needs at CBE.
  • Simplicity. Simplify your giving and record-keeping by making all gifts of cash, stocks, or appreciated assets from a single account.
  • Expertise. Benefit from the knowledge and expertise of Barnabas Foundation staff who will manage and liquidate your non-cash asset gifts.
  • Cost-effective. Many families choose to use their Stewards Fund account as a cost-effective alternative to establishing a private foundation.

To learn more about setting up a Stewards Fund account, call Julene at 612-842-1028 or email jholt@cbeinternational.org.

Or contact the Barnabas Foundation directly here or call 1-888-448-3040.

CBE Tax ID #: 41-1599315