Ways to Contribute – CEO Forum Member

The CEO Forum is a 501(c)(3) educational organization funded by its active member’s annual contributions of at least $18,000* which supports ministry programs and operations. As noted within the membership application, a tax-deductible contribution of $18,000 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. The $18,000 annual contribution from members is a minimum expectation, as many of our members support our mission by contributing additional resources to sustain the immediate and long-term work of CEO Forum.

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 a stock transfer, please include delivery instructions in the trailer with the following information. If this is not possible, notify Kyndal Singleton (kyndal@theceoforum.org) with these details to ensure it is properly applied to your gift once received.:

  • 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) – If you are age 70½ or older, you may be eligible to make a Qualified Charitable Distribution (QCD) directly from your traditional IRA to CEO Forum. Provided here is a link to an article from Fidelity about QCDs.

A QCD may satisfy all or part of your Required Minimum Distribution (RMD), if applicable, while supporting your Expected Annual Contribution. Because the gift is made directly from your IRA custodian to CEO Forum, it may also provide tax advantages. Please consult your financial or tax advisor regarding your individual circumstances.

To make a QCD:
Ask your IRA custodian to issue the distribution payable to:
CEO Forum, Inc.
2840 Village Parkway, Suite 100
Highland Village, TX 75077

Federal Tax ID (EIN): 20-2012491

Please ask your custodian to include your name with the distribution so we can properly credit your contribution. Because QCDs sometimes arrive without identifying information, we also encourage you to notify CEO Forum (kyndal@theceoforum.org) when you initiate your gift.

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

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 12, 2026, CEO Forum’s expected annual contribution from members increases from $17,000 to $18,000.