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2019-2020 CFT Advisory Council

The Advisory Council of the Communities Foundation of Texas consists of distinguished professional advisors and civic leaders committed to the long-term success of CFT and our community. Through educational and peer-networking opportunities, members advance the philanthropic impact of their clients through collaborative partnership with CFT. To nominate someone to the Advisory Council, contact Kathryn McGill.

 

Partner in Philanthropy

Norman A. Lofgren, Looper Reed & McGraw PC

Norm Lofgren"Communities Foundation of Texas has been a wonderful planning partner for me and an exceptional charitable outlet for clients of mine who have charitable interests.  The CFT staff is both professionally knowledgeable and 'user friendly.'  They have assisted me in implementing tax advantageous structures and, at the same time, helped my client-families that are working to refine and define their philanthropic goals, with a particular eye toward local charitable organizations which need financial support.  One particular strength of CFT is their patient encouragement of involvement by second and third generation family members in family philanthropic structures established by prior generations. Thank you CFT for being a great partner in the philanthropy of my clients."

Advising the Advisors

Lawrence M. Wolfish, Wolfish & Newman, P.C.

Larry WolfishWhen help is needed to prepare and administer estate plans, many families and their advisors call on Wolfish & Newman, P.C., a boutique law firm focusing solely on estate planning and probate services. Lawrence M. Wolfish cites a number of reasons for referring individuals to Communities Foundation of Texas (CFT), including the ability of clients to fulfill their charitable goals by utilizing tax-wise strategies for appreciated property and avoiding filing, legal and accounting fees associated with a private foundation. Additional benefits include facilitating anonymous gifting and transferring funds electronically. In fact, Wolfish and his wife established their own donor-advised fund at CFT. “Sally and I created a charitable fund to advance our charitable goals and to make our giving more efficient,” he said. He also asks CFT for information about nonprofits and community needs. “CFT has been a wonderful resource for my family and my clients.”

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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