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professional advisor
Your Philanthropic Partner
Partner with NTCF to guide clients through the charitable giving process. Attorneys, accountants, financial planners and investment professionals utilize our charitable planning experience and deep knowledge of North Texas to help clients fulfill their charitable goals for the community they love.
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Types of Funds and Assets Accepted
Planned Giving
Resources for Professional Advisors
Charitable Options for Your Clients
As neutral experts in philanthropy with in-depth knowledge of local needs, NTCF is the charitable arm of your professional team, supporting you and your clients through every step of the giving process while you retain control of your client relationships. In addition to handling all administrative services, we offer:
Customized Giving Plans
We structure charitable funds tailored to meet your clients' needs and achieve their charitable goals.
Tax-Efficient Strategies
We offer giving vehicles designed to qualify for the maximum tax deductibility plus other advantages not available to private foundations.
Asset Growth
Through superior investment management of charitable funds, NTCF works to preserve and grow your clients' funds to ensure sustainable giving today, tomorrow and beyond their lifetime.
Local Impact
The Community Foundation is a trusted resource with local connections to respected organizations across North Texas. You can be confident that your clients' contributions will make an impact.
Professional Advisor of the Year
"North Texas Community Foundation has played an essential role in supporting the needs of the communities it serves by helping clients achieve their charitable goals. I am very pleased to be an advisor to this critical organization.”
“North Texas Community Foundation is a vital resource in our community. I know that when I refer a client to the Community Foundation they will turn my client’s charitable vision into tangible results.”
“I am honored to be named the Community Foundation’s Professional Advisor of the Year. I believe in the mission of this remarkable organization and the services that they provide. I am proud to be associated with an organization focused on civic leadership and philanthropy throughout our community.”
GOOD THINGS ARE HAPPENING
Have Questions? Let's Chat.
We are your charitable resource.
Amanda Lewis
Director of Charitable Gift Planning
