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We are excited to send you our newsletter, CFT Advisor Connection, to keep 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.

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View past editions of recent CFT Advisor Connection e-news:

September 2023
Advisor spotlight on Angie Herrington of Herrington Wealth Management, North Texas Giving Day Early Giving, and more.

June 2023
CFT/SMU's 2023 Professional Seminar recap, legacy planning, and more.

March 2023
Join us for CFT/SMU's 2023 Professional Seminar on May 9!

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2022

December 2022
Working with CFT at year-end, why others choose to open a fund with CFT before the new year, holiday volunteer opportunities, and more!

September 2022
Introducing CFT's newest resource for you and your clients, it's not too late to open a donor-advised fund to support favorite nonprofit(s) this NTX Giving Day,
upcoming events, and more!

June 2022
Announcing CFT's new North Star Services, 2022 Engagement Guide, and event recaps, including photos from our Professional Seminar and Vester Hughes Award Ceremony!

March 2022
You're invited to CFT/SMU's 2022 Professional Seminar, CFT's Live Oak Society, and fund holder spotlight!

2021

February 2021
Reminder to register for our virtual continuing education course and professional seminar, charitable giving tips for clients related to life insurance and retirement plans, our Winter Weather Crisis Relief Fund, new Be In Good Company program, and more!

January 2021
New virtual continuing education course, upcoming professional seminar, welcoming new Fund Holders and Advisory Council members, charitable giving tips for clients, and more!

2020

December 2020
Working with CFT at Year-End, and Be In Good Company

October 2020
Year-End Contribution Deadlines, 2020 Charitable Deduction Options, and Where Giving Thrives brochure

September 2020
Year-End Contribution Deadlines, North Texas Giving Day Recap, and National Estate Planning Awareness Month

August 2020
QCDs and CLATs, Newest Advisory Council Members, Upcoming Advisor Events, North Texas Giving Day 2020, and more!

July 2020
Power of a Donor-Advised Fund, Revive Dallas Small Business Relief Fund, CAP Study Group, North Texas Giving Day 2020, and more!

April 2020
Professional Seminar, North Texas Giving Tuesday NOW, COVID-19 Response, CARES Act Update and more.

February 2020
CAP® Study Group, CFT/SMU Professional Seminar and Upcoming Advisor Events

January 2020
Celebrating Professional Advisor Partners, Tax Savvy Tips, and Upcoming Events

2019

December 2019: Open a DAF in Under an Hour, Year-End Gifts, Walking the Talk, Board Chair Celebration and 2020 Professional Seminar

November 2019: Bundling Gifts, Substantiation Requirements, Disaster Relief Giving, and Fund Types Offered at CFT

October 2019: North Texas Giving Day Success, Year-End Deadlines, Fund Holder Spotlight and Upcoming Events

august 2019: NTGD, CFT Advisory council, upcoming events, and tools for advisors 

May 2019: Professional seminar recap, charitable lead trusts, and upcoming events

February 2019: Propelling Donor Legacies, New Office in Collin County,

2018

December 2018: CFT: You Can Open a Fund in Under an Hour!​

November 2018: Year-End Deadlines, CFT Updates, Upcoming Events

July 2018: Complex Gifts, CFT Updates, Upcoming Events

February 2018: Charitable Deduction Bunching, Upcoming Events

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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