Why Private Foundations Should Work with CFT

Your private foundation may be facing one or more of these situations. We have the solutions.


You’d like to have the services of grantmaking, administrative or finance professionals for your private foundation, but don’t want to oversee staff.
Solutions 1, 3

You sometimes face last-minute decisions about grants at year-end.
Solution 1

It has become harder to rally family members to foundation meetings, but you want the founder’s philanthropic intent to be carried on and recognized.
Solution 2, 3

There are areas you’d like your foundation to invest in – such as urban education or the environment – but don’t have the capacity to identify the best recipients.
Solution 2

You are happy with your foundation’s operations, but would like to tap into additional knowledge about
issues and organizations in North Texas.
Solution 2

SOLUTIONS FOR YOUR PRIVATE FOUNDATIONS
 

1

Contract with us to provide grantmaking services for your private foundation. Tap into our existing infrastructure and professional staff, choosing from a menu of services. Or, use a donor-advised fund to help make thoughtful grants.

2

Create a charitable fund at CFT in parallel to your private foundation. Creating a charitable fund at CFT is an ideal way to try out our services, to focus resources on a particular issue area with CFT advice and support, or to add your foundation’s support to our work to make the world better.
 

3

Terminate the foundation and transfer the assets to a charitable fund at CFT. Our permanence ensures continuity. Your foundation’s identity will be preserved, and future grants will be made in accordance with the original charitable intent in your name.
 

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

Contact me to set up a confidential consultation about our foundation services.

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

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