Our goal is simple: to help you deliver more value to your clients while strengthening the relationships that define your practice.
With deep knowledge of the Dallas nonprofit landscape and a long-standing reputation for trust and stewardship, our Philanthropic Partnerships team acts as an extension of your practice.
Strategic guidance from a dedicated team of philanthropic advisors to maximize the impact of every gift. Trusted local expertise ensuring gifts achieve maximum impact in Dallas and beyond.
Clients often hold non-traditional, illiquid, or complex assets that can be leveraged for philanthropy. We partner with advisors to transform these assets into impactful giving while you maintain financial strategy and your central role as the advisor.
Your clients expect us to be forward-thinking. We think carefully with you and your clients about succession planning, so future generations can continue to give in perpetuity.
Your clients’ philanthropic endeavors receive careful attention, from honoring their donative intent to managing administrative tasks. We provide comprehensive oversight and support.
We believe in long-term investments for financial returns and community impact. Our strategies ensure sustainable growth, making clients’ contributions impactful for years to come.
Our Lunch & Learns offer advisory teams practical, tailored guidance on charitable planning and complex giving strategies, right in your office. Each session focused on insights you can apply immediately.
Access a curated collection of tools, policies, and guides designed to help advisors facilitate meaningful philanthropic conversations and provide clients with clear, actionable options.
Explore the full spectrum of cash and non-cash assets your clients can use to give, from traditional donations to complex assets, all structured to maximize impact and efficiency.
See how our philanthropic advisors partner with you and your clients from first conversations through long-term giving.
Every client’s charitable goals are unique. We’re here to guide strategy, streamline administration, and ensure your clients’ giving aligns with their financial, tax, and philanthropic goals.
Jaime Boyles, CFP®
Director of Financial Planning, Partner
Lee Financial
Connect directly with our philanthropic experts to explore strategies, answer questions, and support your clients’ charitable planning.
Join an elite community of legal, financial, and tax professionals committed to philanthropic innovation and the advancement of strategic giving in North Texas.
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