What to Give

Communities Foundation of Texas welcomes a broad range of assets—both current and deferred—in order to fulfill your philanthropic intent consistent with your financial and estate plans.

In addition to cash and marketable securities (stocks, bonds and shares of mutual funds), we work with our donors and their professional advisors to facilitate the contribution of:  

 

CLOSELY-HELD AND RESTRICTED STOCK

Contributing closely-held or restricted stock can be cost-effective ways to maximize philanthropic options while minimizing tax liability.

  

BUSINESS/PARTNERSHIP INTERESTS

A donor can contribute a whole or partial interest in an investment or business.

  

TANGIBLE PERSONAL PROPERTY

Examples of tangible personal property include rare books, furniture and artwork.

 

REAL ESTATE

A gift of real estate may be a principal residence or vacation home, a farm, a commercial building, a subdivision lot, or unimproved land. Read more

  

OIL, GAS AND MINERAL RIGHTS

Mineral rights or oil and gas assets can be given to Communities Foundation of Texas to open a charitable fund.

  

RETIREMENT PLAN ASSETS

We accept many retirement plans.

 

 GIFTS OF LIFE INSURANCE

We accept many life insurance plans.

 

We provide the knowledge, expertise, and due diligence to evaluate, receive, manage and liquidate contributions in the most caring, efficient and tax-favorable manner. We look forward to working with you in the creation of a donor-advised fund, a designated fund for a beloved organization, a charitable gift annuity, or other gift arrangement.

Our goal is to assist you and your financial advisors in making make your gift a reality and or to collaborate on a gift plan that meets your financial and philanthropic objectives.

Contributions funded with assets other than cash and highly-marketable securities are evaluated on a case-by-case basis. Certain gifts will require appraisal and/or additional assessment and advance approval by authorized representatives of the foundation.

Call Geri Jacobs to get started 214-750-4155.

Downloads:

Linda and Bob Buford used

an unusual asset to contribute to their fund at CFT: An art appraisal turns into an opportunity for charitable giving. When Linda and Bob Buford purchased a contemporary painting in New York over 30 years ago, little did they realize it would produce so many rewards. “The appraisal came back at 50 times what we paid for those two pictures in 1981,” Bob said. “We were stunned!” Read More

Geri Jacobs, ChFC, CLU
Director of Charitable Gift Planning
214-750-4255
gjacobs@cftexas.org

Sarah Beeks HigdonSarah Beeks Higdon, MBA, Chartered Advisor in Philanthropy, CAP©
Development and Corporate Relations Officer
214-750-4247
shigdon@cftexas.org

Angela WoodsonAngela Woodson
Advisor Relations Officer
214-750-4145
awoodson@cftexas.org

Email one of us with questions about assets you can give.

Our Key Programs:

 North Texas Giving DayEducate Texas - a public policy initiative of Communities Foundation of Texas Entrepeneurs for North Texas - a program of Communities Foundation of Texas W.W Caruth, Jr. Foundation - at Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas, Texas 75225  |  214-750-4222  |  Deep in the Heart of Giving ™ | © 2016 Communities Foundation of Texas.
All Rights Reserved.