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You know your clients.
We know philanthropy.

Together, we can ensure your clients make the best decisions for making a difference in Texas and across the country.

Since 1953, we have worked with estate planners, financial advisors, accountants and attorneys to help their clients with charitable planning. We’ve developed our financial policies to optimize the impact of every gift and to simplify the giving process. We manage funds carefully and invest wisely.

A Philanthropic Partner That Embraces Your Practice

We all benefit from the strongest possible relationship between you and your client. We never look to eclipse your role — we want to enhance it. CFT can work entirely in the background or attend meetings with you. It's your choice.

Partner with CFT

Partnering to Serve Your Clients

Few organizations have the expertise and ability to solve complex charitable goals like CFT. We work closely with professional advisors to help you identify the best ways to meet your clients’ financial goals as well as accomplish their charitable giving objectives. From cash and marketable securities to real estate and artwork, the staff at CFT has seen it all. We have the experience and expertise to facilitate any transactions your clients may want.  

Charitable Giving Solutions for Every Need

Clients may believe a private foundation is their only option for long-term involvement with assets they set aside for charitable purposes. In reality, Communities Foundation of Texas offers numerous advantages for giving that provide ways for them to stay engaged in giving, while avoiding many of the hassles of private foundation management.

Clients who already have a private foundation may find there are several benefits in converting it to a fund at Communities Foundation of Texas and avoiding some of the hassles (and costs) of private foundation management.

Private Foundation Services.

In either case, there are numerous types of funds to consider. Each allows your clients to remain involved in grantmaking as much or as little as they want to be. Their intent, name and pattern of charitable giving will be maintained — in perpetuity if they wish.

Fund Types

Tax Benefits of Charitable Giving

With Communities Foundation of Texas, your clients also have the freedom to give outright gifts — cash, stock, closely-held securities, real estate or personal property — and receive maximum tax benefits, all while helping the community now and forever.

What to Give

Planned Gifts

Additionally, your clients have the ability to make deferred gifts through life insurance policies, charitable remainder trusts and charitable gift annuities while gaining tax and financial benefits. CFT’s expert advisors can help you and your clients navigate the ins and outs of the tax benefits of charitable giving.

Learn more about planned gifts

Professional Advisor Toolkit

Attorneys, wealth managers and accountants are often the first people consulted when a person is ready to think about philanthropy. We are here to help identify the best solutions for your clients to help them realize their charitable giving goals.

View Toolkit

CFT Advisor Connection Newsletter

Our newsletter, CFT Advisor Connection, keeps you up-to-date on CFT’s offerings and services, as well as important changes in the laws and regulations around charitable giving. We hope you will provide us feedback and suggestions as we keep you informed.

Read the newsletter
"When you work with CFT staff, you are working with experts who have an incredible wealth of knowledge for individuals and families. If you need someone to meet with a client or give an understanding of how you can be more targeted with your philanthropy, CFT is the place to go." — Debra Tagg of BFS Advisory Group

Year-End Contribution Deadlines

Our staff is here to assist you with your year-end giving but certain assets take longer to contribute. To ensure contributions are received and processed by year-end, please follow the guidelines below to meet your charitable giving goals.

2022 Year-End Gifting Deadlines

Contribution Type

Donor Deadline

Contribution Guidelines

Complex Assets
(partnership interests, real property, etc.)

Nov. 28, 2022

These types of gifts require due diligence and official acceptance by CFT. Please contact us as soon as possible to determine if CFT can accept your contribution by year-end. For more information, please contact Carolyn Newham at 214-750-4146.
Physical Stock Certificates Monday,
Dec. 5, 2022
Delivered to CFT, with stock power by 4pm (CST) on 12/5/22.
IRA Charitable Rollovers Friday,
Dec. 23, 2022
Donors should check with the plan administrators to determine the necessary time to make a direct distribution to CFT.  *IRA contributions may be made to designated funds, scholarships or field of interest funds, but not donor-advised funds. 
Marketable Securities Wednesday, Dec. 28, 2022 Please check with your brokerage firm to ensure transfer to CFT is initiated by 12/28/22.  It is the responsibility of the donor to ensure gifts received by CFT by 12/31/22. (Friday, 12/30, 2022)
Wire Transfers Friday,
Dec. 30, 2022
Please check with your financial institution to ensure wire transfers are initiated by 12/30/22. 
Checks Friday,
Dec. 30, 2022
Delivered to CFT by 5pm (CST) on Friday, December 30th or postmarked by Saturday, 12/31/22.
Credit Cards Saturday,
Dec. 31, 2022
Please contact CFT by 5pm (CST) on Friday, 12/30/22 or give online by 11:59pm (CST) on Saturday, 12/31/22.

Questions? Please contact us as soon as possible to determine if CFT can accept your contribution by year-end.

Accredited seminars, print and online resources, and professional gatherings

We offer an accredited continuing education seminar each year featuring the valuable information to enhance your charitable planning services.

Call on us to provide value for you and your clients

Charitable planning with your clients is good business. It broadens and differentiates your services, helps create a strong bond with your clients, and serves your clients and the community. When your clients are ready to maximize their charitable giving or plan their legacy, you can trust our staff to work with you to create the best philanthropic plan.

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