We help advisors guide their clients’ giving with confidence through funds that accept contributions of cash as well as complex assets such as closely held stock and real estate.
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.
From opening new funds and facilitating complex gifts to teaching best practices in family philanthropy, we provide white-glove guidance every step of the way. Our specialized support helps you steward your clients with confidence, strengthen multi-generational relationships, and maximize the impact of their charitable giving.