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Throughout the year, we host engaging lectures, dynamic panels and seasoned experts from around the country who provide fresh insight on strategies to work with high net worth individuals and their families on how to maximize their charitable giving.

Each year, we have two events specifically for professional advisors:

We also encourage advisors to attend any of our community events or cause-minded conversations that are held throughout the year.

Professional Seminar

Our popular annual professional seminar in partnership with Southern Methodist University returns in 2020. Our 2020 seminar will be held on Tuesday, May 12 from 8am to 11:30am at Communities Foundation of Texas.

Learn more and register

Advisory Council Breakfast

Our fall 2018 breakfast to welcome new members was held in October and featured a variety of CFT updates followed by a discussion about giving with a CFT fund holder and advisory council member Ronnie McClure. 

View the presentation slides

View our advisory council member directory

View the event photos

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.

Request a Consultation