How Your Client Can Use the Community Foundation

1. Find your client's cause.

Decide how your client's values and interests relate to how they give and what causes in the community are important to them and their family.

2. Let us carry-out your client's philanthropic goals.

The Community Foundation of North Texas provides a locally governed, efficient vehicle where donors can establish philanthropic funds according to their interests and preferred involvement.

Gifts to funds established by donors receive maxiumum tax deductions, share in audit and investment costs and benefit from the efficiencies of joint administration.

3. Customize their fund.

We make giving rewarding and convenient by offering your client choices. They can open a fund using a variety of assets, and our ability to customize their fund makes it easy for them to give, no matter what their philanthropic priorities.

4. Implement now and later.

Once they've established and named a fund, we handle the administration - saving your client time, money and energy.

Often, donors choose to first establish a donor advised fund which gives them the advantage of a private foundation without the cost and fees associated with one. Later, many donors also choose to endow their funds to ensure long-term benefits to their causes or favorite charities.

Many charitably minded people have worked with their professional advisors to create funds in the Community Foundation for administering charitable gifts in their wills and IRA's.

5. Involve their family.

The Community Foundation of North Texas involves your client's family in their giving and offers opportunities to learn about local issues and effective giving strategies. Together we are building a healthy community and the next generation of philanthropists.