Professional Advisors are vital to North Texas Community Foundation’s efforts to strengthen our region through charitable giving. In fact, investment advisors, attorneys and accountants refer more than 80 percent of new donors to the Foundation. Together we develop custom and tax-efficient giving plans for their clients. In recognition of these important relationships, every year the Foundation names a Professional Advisor of the Year.
We are pleased to honor Daniel H. McCarthy as the 2022 Professional Advisor of the Year. Dan works with closely-held businesses and their owners to devise business structures that minimize income and estate tax, facilitate effective business succession plans and protect assets. For entrepreneurs who have built considerable wealth over the course of their lives, Dan excels in helping to maximize the impact of their charitable contributions to the causes they care about most.