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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

Have Questions? Let's Chat.

We are your charitable resource.

Amanda Lewis

Amanda Lewis

Director of Charitable Gift Planning