Advisors

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.

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.

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.

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.