How It Works
Our Approach to Supporting
You and Your Clients
From the first conversation to ongoing fund management, we work alongside you and your clients to design thoughtful giving strategies that create lasting impact. Our philanthropic advisors provide the expertise, flexibility, and long-term partnership needed to support meaningful philanthropic goals.
Step 1
Initial Conversation
Every meaningful giving journey begins with a conversation. We meet with you and your clients to understand their values, charitable goals, financial considerations, and vision for impact, while identifying how we can best support your advisory relationship from the start.
Our role is to complement your expertise—not replace it—by bringing a charitable lens to the broader planning discussion.
Step 2
Explore Giving Strategies
With a clear understanding of your clients’ goals, we work together to evaluate giving options that align with their financial plans and philanthropic vision. From outright gifts to complex assets and legacy planning vehicles, we help identify the strategies that maximize both impact and tax efficiency.
Together, we help you present clear, actionable options that fit within the broader wealth strategy you’ve designed.
- The types of assets that may be most tax-efficient to contribute
- Timing considerations for current and planned giving
- Options for involving family members or future generations
Step 3
Create the Fund
Once the strategy is defined, we guide you and your clients through a smooth and efficient fund setup process, ensuring every detail aligns with their goals:
- Selecting the appropriate fund type
- Defining the fund’s purpose and structure
- Coordinating contributions, including complex assets
With the fund established, your clients are ready to begin giving with clarity and confidence, backed by ongoing support from our team.
Step 4
Ongoing Partnership
Our work continues well beyond fund creation. We remain a long-term partner to you and your client by providing:
Insights
Access to our deep knowledge of community needs, nonprofits, and philanthropic trends
Grantmaking Support
Guidance and administration to help clients recommend and distribute grants with ease and confidence
Impact Opportunities
Access to signature initiatives such as Rising GEN and WPI, along with curated opportunities to connect with meaningful work
You stay at the center of the client relationship, while we provide specialized philanthropic expertise and on-the-ground community knowledge.
Meet Our Team of Philanthropic Advisors
Our Donor Services team combines technical expertise with a highly personalized approach. Acting as an extension of your practice, we are committed to helping you navigate complex giving conversations, respond to client needs, and deliver meaningful philanthropic outcomes with confidence.
Mackenzie Causey
Senior Director of Strategic Partnerships & Donor Engagement
Philanthropic Partnerships
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Erin Rae Osenbaugh
Manager of Donor Services
Philanthropic Partnerships
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Jessica Shepard Watts, Ph.D.
Chief Partnerships Officer
Philanthropic Partnerships
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Kim Montez
Senior Director of Gift Planning and Family Philanthropy
Philanthropic Partnerships
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Gary W. Garcia
Vice President
Philanthropic Partnerships
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Angela Woodson
Senior Director of Strategic Initiatives
Philanthropic Partnerships
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Kelsey Picken, Ph.D.
Senior Director of Legacy Giving
Philanthropic Partnerships
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Paulino Lopez
Manager of Scholarships
Philanthropic Partnerships
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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.