Ways to Contribute
The CEO Forum is a 501(c)(3) educational organization fully 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. 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
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
Non Cash Gifts – Stock Transfers via Benjamin F. Edwards – We are able to accept contributions in the form of stock transfers. Use the following instructions for processing a stock gift to CEO Forum:
– DTC # is 0443 (Pershing LLC Clearing).
– The investment firm is Benjamin F. Edwards.
– The account is registered as CEO Forum, Inc.
– The account number is EBR-023111.
– Please advise the adviser to submit delivery instructions with trailer: <Donor Name>
– Our contact at Benjamin F. Edwards is Carla Munton. If you have questions, she can be reached at 314-480-1189 or via e-mail at Carla.munton@benjaminfedwards.com.
Donor Advised Funds – CEO Forum accepts gifts from the following entities. For all Donor Advised Funds below and not on this list, direct gifts to: Legal Name: CEO Forum, Inc., EIN: 20-2012491
– National Christian Foundation (NCF)
– Generous Giving
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?
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.
