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Wealth Transfer Info for Nonprofits

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Your organization and our community benefit.

By partnering with CFSJ, South Jersey nonprofits can help transfer 5% to transform the region, and realize the possibility of a thriving South Jersey into a reality for future generations. We provide you with the guidance, tools and resources to put a planned giving program in place.

Why work with CFSJ?

  • Planned giving education programs, offered by CFSJ and other regional partners.
  • Free and easy access to tools and resources to help with your efforts in starting or enhancing your planned giving programĀ 
  • Access to the Transfer of Wealth Study as a tool to help build vision and inspiration for promoting planned gifts as well as setting strategic priorities for use and stewardship of assetsĀ 
  • Peer mentorship opportunities for nonprofits or community groups needing extra assistance with establishing their program

Become an CFSJ partner.

For questions or more information, call us at 856-528-3385.