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Plan Your Giving  >  Advisors  >  Professional Advisor Toolkit

Professional Advisor Toolkit

Charitable giving resources at your fingertips
 

What's Included:

  • CFT Board of Trustees
  • ​CFT Overview
  • What is a Community Foundation?
  • ​Services for Fund Holders
  • CFT Accepts Complex Assets
  • ​Investment Funds
  • CFT Investment Committee
  • ​Fee Schedule​
  • Explainer Videos​

​Are you looking for an easy and effective way to share the benefits of a donor-advised fund at CFT with your clients?

We are thrilled to share Communities Foundation of Texas' explainer video on donor-advised funds to help you help your clients! CFT's donor-advised fund explainer video is informative and educational. We know your clients are passionate about giving to the causes and issue areas that matter most to them. We're here to help!

We hope you'll share our video with your clients to help them learn more about the benefits of a charitable giving fund and how CFT can partner with them on their charitable giving journey. Learn more below.

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Sharing Values & Planning Your Legacy

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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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