Ways to Contribute

The CEO Forum is a 501(c)(3) educational organization funded by its active member’s annual contributions of at least $17,000* which supports ministry programs and operations. As noted within the membership application, a tax-deductible contribution of $17,000 is made at the time of acceptance into CEO Forum and continues annually for as long as the relationship between CEO Forum and the member exists.

Separate and distinct from member’s expected operational giving, CEO Forum’s Transformation 2025 Campaign supports the strategic vision of expanding CEO Forum’s reach and scope of influence in the marketplace.

Listed below are details on how you can complete your contribution to CEO Forum:

Online – contribute by credit card or ACH via this link.

By Mail – send a check to 2840 Village Pkwy #100, Highland Village, TX 75077

When sending a check, please include the following information:

  • Donor Name
  • Any intended designation (e.g., Operations; T25 Campaign)

By phone – call (682) 999-0327 and a CEO Forum staff member will return your phone call within 24 hours to process a credit card payment for you

Stock Transfers via Benjamin F. EdwardsWe are able to accept contributions in the form of stock transfers. Please use the following instructions when processing a stock gift to CEO Forum:

DTC #: 0443 (Pershing LLC Clearing)

Investment Firm: Benjamin F. Edwards

Account Name: CEO Forum, Inc.

Account Number: EBR-023111

Important: When initiating the transfer, please include delivery instructions in the trailer with the following information:

Donor Name

Any intended designation (e.g., Operations; T25 Campaign)

Our contact at Benjamin F. Edwards is Carla Munton. If you have any questions, she can be reached at (314) 480-1189 or via email at Carla.munton@benjaminfedwards.com.

Donor-Advised Funds (DAF) Direct gifts to: Legal Name: CEO Forum Inc., EIN: 20-2012491.

When initiating a DAF gift, please include the following information:

  • Donor Name
  • Any intended designation (e.g., Operations; T25 Campaign)

CEO Forum accepts DAF gifts from the following entities:

National Christian Foundation (NCF)

– Generous Giving

The Signatry

Impact Foundation

Waterstone Foundation

Fidelity Charitable

Vanguard Charitable

Schwab Charitable

Qualified Charitable Distribution (QCD) – for our members who are over 70 ½ years of age – you can contribute directly to charities from your IRAs. These count toward the required minimum distributions (RMDs). Provided here is a link to an article from Fidelity about QCDs.

Questions?

CEO Forum recognizes that financial hardships may intermittently present themselves. We are committed to working with our leaders during these times to navigate financial expectations. If you have any questions or would like to visit further about our financial model, please contact your VP of Member Engagement and Discipleship

The $17,000 annual contribution is a minimum expectation. Many of our members support our mission by contributing additional resources to sustain the immediate and long-term work of CEO Forum.

*Our team’s commitment to steward member contributions towards the mission of CEO Forum has stayed the same, but inflation has impacted what it takes to fund our ministry. Effective January 15, 2024, CEO Forum’s expected annual contribution from members increased from $15,000 to $17,000. This is only the second adjustment to our expected contribution in our 30-year history.