Advisor
Toolkit
Tools for Strategic Philanthropy
Your one-stop hub for tools, guidance, and insights to make charitable giving simpler and more impactful. From practical templates and policies to investment resources and educational materials, these resources help advisors and clients navigate philanthropy with confidence and clarity.
General Information
Quickly find key details about fund options and fee structures to help guide client decisions with confidence.
Electronic Fund Transfers
Learn how to make gifts and manage transfers efficiently and securely, with step-by-step guidance.
TDF Literature
Discover brochures and materials designed for both advisors and donors, offering clear, accessible information about giving options and the foundation’s mission.
Policies & Guidelines
Explore the foundation’s standards for giving, including gift acceptance, asset management, and grantmaking practices.
Other Resources
Access practical tools and educational materials, from investment performance data and sample bequest language to guidance on charitable strategies.
Advisor Expert Hub
Professional Advisor Council
Join an elite community of legal, financial, and tax professionals committed to philanthropic innovation and the advancement of strategic giving in North Texas.
Complex Assets
Insights
Professional Advisor Seminar
Stay ahead of the curve with technical deep dives into legislative changes and advanced tax-optimization strategies for your high-net-worth clients.