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Client Solutions
North Texas Community Foundation develops and manages custom charitable giving plans for individuals, families, businesses and private foundations. Our flexibility allows your client to maximize tax-savings benefits while growing their charitable funds to support the causes they care about most.
A deep knowledge of the local community matched with charitable planning expertise allows our team to develop giving strategies based on the unique interests and goals of your client.
What Assets Can Be Donated?
A wide range of financial assets can be accepted as donation:
- Cash
- Publicly traded stocks
- Mutual fund shares
- Private equity
- Royalties and rights to oil and gas, mineral or timber interests
- Life insurance
- Retirement assets
- Real estate
- LLC and limited partnership interests*
- Other non-cash assets
*In order for a donor to receive a full fair market value tax deduction, gifts of business interests must be made before there is a signed purchase agreement.
Types of Funds
Designed to maximize tax-saving benefits while meeting the unique goals of each donor, our funds offer a variety of customized vehicles to support your client’s giving today and for generations to come.
Perfect for donors who want to be actively involved in the grantmaking process.
NTCF can help identify effective nonprofits and programs, ensure their charitable status and provide grantmaking and administrative support. These funds offer an immediate tax benefit while providing your client with the flexibility to make grants over time to their favorite nonprofit organizations. With this fund, donors have the option to name a successor advisor.
Allows donors to provide an ongoing, sustainable revenue stream to one or more of their favorite organizations.
Grants from these funds can support a nonprofit for a limited time or in perpetuity. If the organization ceases to exist, NTCF will make sure an outstanding organization serving the same purpose will benefit from the endowment to honor your client’s intentions now and always.
Make a bigger impact for specific causes close to your heart with a Field of Interest Fund.
NTCF can identify and award grants to high-performing organizations and programs in youth services, animal welfare, education, arts or any area of community life your clients want to support.
Funds without restriction offer the broadest options for charitable giving in our community – and therefore bring about the greatest good.
An unrestricted fund is named by or for the donor and allows the Community Foundation to target dollars toward the community’s most pressing needs, which may evolve over time. This fund provides the flexibility, guidance and resources to help your client support the causes they care about or respond in critical moments when it matters most.
Administrative and Investment Fees
Private Foundation Alternative
Manage Your Clients’ Charitable Assets as an Outside Advisor
For larger charitable funds, donors may recommend their current wealth advisor to serve as an outside investment manager for their fund. Our independent advisor program is subject to NTCF’s Investment Committee approval.
Have Questions? Let's Chat.
Reach out to us for more details.
Amanda Lewis
Director of Charitable Gift Planning
