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Professional Advisor Toolkit

Professional Advisor Toolkit

Did you know we have a Professional Advisor Toolkit where you can download documents to assist you when speaking to your clients about philanthropy? We have a comprehensive brochure that you can view online, or email Angela Woodson (awoodson@cftexas.org) to have a hard copy mailed to you.







Video: Making Charitable Dreams a Reality

IF YOU HAVE A CHARITABLE DREAM, but you aren’t sure exactly how to make it
come true, Communities Foundation of Texas has the people to work alongside you to make that dream a reality. On our website, you can view a video featuring John Bergner of Winstead PCDebra Brennan Tagg of Brennan Financial Services, estate attorney Paul Tagg and Jerri Hammer of TravisWolff talk about how they and their clients work with Communities Foundation of Texas for charitable planning.

View this video and read more testimonials at www.cftexas.org/professional-advisor-testimonials.