Professional Advisor Toolkit
One Stop Shop:
Click here for a full information packet for your client.
For hard copies of this brochure, contact Angela Woodson at 214-750-4145.
About Communities Foundation of Texas
Lawrence M. Wolfish
of Wolfish & Newman, P.C., helps many of his clients prepare and administer estate plans. Wolfish cites a number of reasons for referring individuals to Communities Foundation of Texas. Read his reasons for referring clients to CFT.
Advisor Relations Officer
Geri Jacobs, ChFC, CLU
Director of Charitable Gift Planning
Sarah Beeks Higdon, MBA, Chartered Advisor in Philanthropy, CAP©
Development and Corporate Relations Officer
Email me if you have a question about our professional advisor resources