Planning for the Future
What is an expectancy fund?
An expectancy fund receives assets after your death and reflects your charitable wishes. Once assets arrive, CFWNC honors the intent and purpose of your fund forever. Your professional advisors list the fund’s name in your estate documents, and we handle the rest. With most expectancy funds, it is easy to update your charitable preferences during your lifetime.
Your gift continues to grow when you create an endowed fund. Endowment funds use only investment income for grantmaking, preserving and growing the principal as a permanent source of charitable capital.
Our professional staff handles all the details of establishing and operating the fund created or endowed by your gift.
