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GiveWisely® For Advisors

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At Communities Foundation of Texas, our vision is a thriving community for all. We're here to help you help your clients because we know that where giving thrives, communities thrive, too. 

CFT's GiveWisely® for Advisors series provides you with tools that make connecting clients to tax-advantaged giving opportunities that align with their values and passions easy, effective, and enjoyable - for both you and your clients. 

We recognize the important role you play in your clients’ giving and philanthropic plans. For nearly 70 years, CFT has worked in partnership with professional advisors to achieve the charitable goals of individuals and families. Our charitable giving services and tools help people put giving to work for what matters most to them in our community. 

Just as you serve as a resource to your clients, we're here to serve as a resource to you. CFT’s GiveWisely® curriculum is one of our most popular services that empowers givers to discover (or rediscover) core values and think critically about how to give.

 

Overview

Communities Foundation of Texas staff experts are available to facilitate GiveWisely® curriculum for your firm’s clients and staff. 

In addition to our Spring 2021 virtual continuing education series, GiveWisely® content can be delivered virtually or in-person and tailored to your needs as an excellent addition to:
 

  • existing client meetings
  • individual or multi-generational client meetings
  • estate planning discussions
  • training or prospecting events
  • staff trainings/team building retreats
  • preparing young or new staff in how to talk to clients about giving
  • business/corporate giving strategy planning

Highlights include:

  • defining your giving strategy, including key values, influencers, charitable issue areas and philanthropic goals
  • values-based giving exercises
  • personal giving statements
  • charitable giving budgets
  • customized giving guides researched by our team of nonprofit experts
  • print or virtual resource materials
  • and so much more!

New Spring Virtual CFP, CLE, CPE Course:

While we've always offered customized GiveWisely® sessions for individuals, families, businesses, and professional advisors, we're excited to offer a new two-part virtual continuing education series exclusively for advisors!

This new, complimentary virtual series is geared towards professional advisors who are:

  • interested in working with charitably-minded clients and/or
  • looking to deepen their own values-based giving

GiveWisely® for Advisors: two-part virtual course series
11:30am - 1:00pm |  Wednesday, March 10th | Tuesday, April 20th

Note: Participation in both sessions is required for continuing education credit.

We hope you'll join us to earn continuing education credits while learning about charitable giving tools that can benefit you and your clients and the many ways we can be a resource in adding value to your practice. 

Online registration has officially closed. Are you interested in registering late? Contact Jenna-Wade Fowler at jfowler@cftexas.org​.

Topics include:

  • charitable fund and gift options (donor-advised funds, scholarship funds, designated funds, charitable lead trusts, charitable remainder trusts, charitable gift annuities, retirement plan gifts, and more)
  • legacy gift planning/charitable estate planning
  • values-based giving exercises, and more!

In addition to hearing from CFT staff experts, attendees will hear from talented local advisors and fund holders who work with us in a variety of ways.

CFT Trustee Debra Brennan Tagg will serve as moderator for the first session's panel, featuring CFT fund holder Ashish Khanna, Emerging Leaders in Philanthropy (ELP) cohort member Jonathan March, and ELP alumna member Jennifer Lan. 

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Learn more about the session speakers herE

"We spoke with Eric, our estate planner, and told him we were thinking about setting up a foundation to manage our charitable giving. Eric listened and advised, and we learned that running a foundation is similar to running a business. As an alternative, Eric brought up partnering with CFT to establish a donor-advised fund. Establishing the Pekowski Charitable Fund at CFT gave us an easy and effective way to give now and through our estate."

- Ray and Linda Pekowski

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.

Contact us today!