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Welcome

CFFK is pleased to provide this online special feature for our Fund Advisors — the individuals and organizations that have funds at CFFK. Fund statements and new messages will typically be posted here by the 20th of the month following the end of each quarter. Please let us know if you have difficulty accessing your statements or navigating through this special section.

Message from Dianna Sutton, October 2018:

Your Quarterly Fund Activity Statement for the period ending September 30, 2018 is available below. The most recent Quarterly Investment Performance Report is available here.

Please mark your calendars for Monday, November 19th for an opportunity to schedule an individual meeting with Barry Beach of Mason Investment Advisory Services. Please call John Dell at 305-292-1502 to reserve a half-hour appointment between 8:00 and 10:00 AM. This is a great opportunity to review the CFFK investment strategy and your philanthropic goals. We will be offering this opportunity again on Thursday, February 21, 2019 when a review of year-end performance will also be available.

Our goal is to provide you the best service in managing your fund investments and grant distributions.  Please do not hesitate to contact Mark Songer or me if you have any questions.

Sincerely,

Dianna L. Sutton, President and CEO

Questions?

If you have questions about CFFK, your fund, or fund statement, please call 305-292-1502 or contact us here. 

Below are the most recent Fund Activity Statements for your fund. To access, select the link in the list below on the right, then click in the viewing box on the left.  

Statements