CFDA Master Trust


In April 2024, The CFDA Board of Directors selected Cooperative Funeral Fund, Inc. as the official manager of the CFDA Master Trust.
 

The Colorado Funeral Directors Association is proud to announce a new partnership with Cooperative Funeral Fund, Inc. (CFF) a well-respected and user-friendly master trust solution.

 

Why Choose CFDA’s Endorsed Master Trust?

  • History: The CFDA Master Trust was established more than 30 years ago to provide Colorado funeral homes with a local source to manage pooled assets, reduce administrative burdens, and keep overhead costs down.
  • Ease of Use:  CFF employs a streamlined process that simplifies trust administration with detailed monthly statements – beginning balance, capital gains, dividend and interest earnings, expenses and fees, additional deposits, withdrawals, and ending balance for each individual preneed trust account.
  • Enhanced Client Experience: CFF offers a seamless, transparent and professional trust experience for your customers. You get personalized preneed forms for your business and can access digital and printable agreements online.
  • Interactive Account Access: CFF provides 24/7 access to your account information, preneed agreements, claim forms and monthly statements through a secure online portal.
  • Claims Maintenance: CFF claims can be submitted online and fund withdrawals are issued directly to your financial institution within 2 business days.
  • Expert Support: From setup to ongoing administration, CFF has a dedicated support team to assist you every step of the way. Our team handles preparation and filing of tax forms; issues receipt letters for each account; and sends an annual letter to clients on your behalf.
  • Regulatory Compliance: CFF monitors the latest industry regulations and will help to keep you in compliance.
  • Peace of Mind: CFF allows you to focus on serving your core business while knowing that your clients' assets are protected and well-managed.

 

Cooperative Funeral Fund specializes in offering preneed trust solutions that are simple to administer and effective in supporting the needs of both families and businesses like yours. We believe in the value of the CFDA Master Trust and that’s why there’s no cost for you to get started. It’s a risk-free opportunity to expand your services and build trust with your clients.

About CFF Inc.

SEC registered*, Cooperative Funeral Fund, Inc. (CFF) manages the investment, accounting, compliance, and payout of death care trust accounts. Founded in 1989 and based on a model of integrity, CFF was built on a philosophy of always doing what is right for the customer. CFF prides itself in providing superior service and views its clients as partners.

Cooperative Funeral Fund (CFF) is a full-service preneed fund management company and is here to help you efficiently manage and invest your preneed accounts. The CFF program was created specifically and exclusively for the death care industry, facilitating all aspects of preneed trusts and cemetery care fund management: creation, investment, accounting, service, and payout of funds.

In addition to fund management and account servicing expertise, Cooperative Funeral Fund also takes great care in understanding Colorado’s unique laws and regulations as they pertain to our industry. CFF currently manages over 690 million dollars in discretionary client assets. Over 1,200 death care clients already rely on CFF for their fund management.

Known for their excellent customer service, they have experienced an excellent client retention rate since their inception in 1989.

CONTACT:

Phone:
(800) 336-1102

Fax:
(800) 340-0000

Email:
info@cffinc.com

Address:
74 Boston Post Road
Madison, CT 06443