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Professional Advisors

Achieve your client's financial and philanthropic goals, strengthen the relationship with your client, and open doors with charitable giving conversations.

Professional advisors can offer clients many alternatives, in addition to tax-advantages, by working through Community Foundation of Acadiana (CFA) verses commercially charitable funds and private foundations. Click here to discover the benefits of working through CFA.

CFA partners with professional advisors by offering many tools for developing a charitable plan that achieves their client's philanthropic and financial goals.
From retirement assets, to property, to trusts -- we offer clients the ability to leave a legacy.

Donald A. Capretz, A Professional Law Corporation

“For charitably inclined clients, we discuss various options which includes the advantages of using Community Foundation of Acadiana (CFA). CFA is considered a public charity created by and for the people in our regional area which means:

  • Gifts to it are tax-deductible to the maximum extent allowed by law
  • CFA is exempt from excise tax and is free of many of the administrative costs and restrictions applicable to private foundations
  • Often the associated accounting, tax and legal expenses are less using CFA rather than a private foundation
  • The minimum annual distributions of private foundations is roughly 5% of the average monthly fair market value of assets whereas CFA does not have this 5% yearly distribution requirement
Using a donor-advised fund at CFA, you can make a donation to your fund, receive a tax deduction in the year of the donation and then you and your family may suggest the charity (charities) to receive those funds in future years. CFA may make grants to any 501 (c) (3) charity in the United States. CFA is a valuable tool for the client who has philanthropic goals."

The Aggressive Mix seeks capital appreciation and some current income. Because it invests a high percentage in stocks, the Aggressive Mix is expected to have more market risk than the more conservative allocation options with smaller equity allocation percentages. This is especially true in the short term, but may have more potential for long-term gain.

The Moderate Aggressive Mix also seeks capital appreciation and some current income. However, this mix includes a 10% allocation to the Alternative Investment Pool. The Alternative Investment Pool is an investment option that invests in non­traditional instruments {i.e. not one of the three traditional asset types - equities, fixed income and cash). Alternative investments could include hedge funds and other hedged strategies, managed futures and other non-traditional instruments. The Alternative Investment Pool seeks a multi-strategy and hedged investment approach that focuses on returns that are less correlated to more traditional asset classes. The Moderate Aggressive Mix is expected to have less market risk than the Aggressive Mix but is expected to have more market risk than the more conservative allocation options described below. This is especially true in the short term, but may have more potential for long-term gain.

The Moderate Mix seeks both current income and capital appreciation. Because it invests in both equity and fixed income securities in equal proportions, the Moderate Mix is expected to have less market risk. It also may have less potential for gain over the long term than other allocations that include higher equity allocation percentages.

The Conservative Mix seeks current income, and to a lesser extent, capital appreciation. Because it invests primarily in fixed income securities, the Conservative Mix is expected to have less market risk. It also may have less potential for gain over the long term than other allocations that include higher equity allocation percentages.

The Risk Averse Mix {Cash Pool) is a portfolio of high-quality, liquid cash and cash equivalents, which are managed to keep their share price stable. The Risk Averse Mix is designed to provide available liquid assets to meet annual cash requirements. It also provides a vehicle for more conservative donors who would like their contributions to earn income at approximately current money market rates while ensuring the preservation of principal. The rate of income will vary, generally reflecting short-term interest rates.

The Catholic Values Portfolio includes restrictions that do not violate the core values of the Roman Catholic Church, as determined by Community Foundation of Acadiana. These restrictions pertain to the business nature of a company. This portfolio restricts the purchase of securities of any company that manufactures or maintains marketing/licensing agreements with manufacturers of contraceptives, abortifacients or instruments used in the abortion procedure, and adult entertainment.

THIS DESCRIPTION OF ASSET ALLOCATION OPTIONS IS FOR INFORMATIONAL PURPOSES ONLY: IT IS NOT INTENDED TO BE INVESTMENT ADVICE.