214-587-3652 our@mail.com 142 New York

PROFESSIONAL ADVISORS

When you partner with us, you can take advantage of our extensive philanthropic
experience and match your client’s goals with the right giving tools.

BENEFITS OF PARTNERING WITH THE COMMUNITY FOUNDATION

For nearly 35 years, the North Texas Community Foundation has worked with professional advisors like you to help clients achieve their giving goals. Think of us as your philanthropic partners – experts who become an essential part of your team and help when you need flexible options for your clients.

Put us to work as your philanthropy office: We’re always on standby to answer questions, and we can speak to your clients about philanthropy even if they aren’t considering using the Community Foundation. We can make the process of giving easy for you and your clients by providing fund agreements and paperwork, facilitating family meetings and more.

LEARN MORE ABOUT SETTING UP A FUND

Continue to manage your clients’ charitable giving vehicles and retain the assets at your institution (minimum fund amount of $500,000): This service offers a range of options not otherwise available to your clients and maximizes their charitable giving by leveraging our knowledge of North Texas.

LEARN MORE ABOUT HOW WE INVEST OUR FUNDS

Gain access to like-minded colleagues: Our Professional Advisor Outreach Cabinet (PAOC) is a regional network of accomplished professionals with expertise in tax law, estate planning, accounting, wealth management and financial planning.

LEARN MORE ABOUT OUR PROFESSIONAL ADVISOR CABINET

Stay up-to-date on charitable giving: Receive timely information about the latest trends in philanthropy, tax law updates and more by signing up for our e-newsletter at the bottom of this webpage.

Earn continuing education credit: We host programs for professional advisors to receive CLE and CPE credit.

CHECK OUT OUR UPCOMING EVENTS