Private Foundation Alternative
Convert your Private Foundation into a Donor-Advised Fund with CFT
Simplicity, flexibility and satisfaction are just a few of the advantages of using a donor-advised fund at Communities Foundation of Texas instead of managing your own private foundation. Our staff can help you bring the strategy and structure you’d like for your giving while you avoid the administrative burdens of setting up a foundation. As you can see in the table below, there are also significant tax advantages to donor-advised funds.
Advisor Relations Officer
Geri Jacobs, ChFC, CLU
Director of Charitable Gift Planning
Contact one of us to set up a confidential consultation to convert your private foundation to a donor-advised fund.