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:

*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.

Administrative and Investment Fees

Private Foundation Alternative

For clients considering the creation of a private foundation a charitable fund at the Community Foundation can be a cost-effective alternative that still achieves community impact, recognition and legacy, without the administrative burden. We can also assist with the conversion of a private foundation into a charitable fund at NTCF when continuing the foundation is no longer feasible.

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.

Photo of Amanda Lewis, Director of Charitable Gift Planning

Amanda Lewis

Director of Charitable Gift Planning