CPAs & Tax
Advisors
Bring Charitable Strategy Into the Tax Conversation
Tax planning often reveals opportunities for more strategic charitable giving. The Dallas Foundation works alongside CPAs and tax advisors to help clients evaluate charitable strategies around high-income years, appreciated assets, business transactions, retirement assets, and estate planning.
You do not need to become a charitable planning expert to raise the opportunity. We bring the technical expertise, charitable infrastructure, and philanthropic guidance while you remain the trusted advisor who understands the client’s full financial and tax picture.
Discuss a Client’s Charitable Goals
Kevin Betancourt
Director of Philanthropic Partnerships
Explore the CPA Quick Reference
Know When Charitable Planning Belongs in the Conversation
The right strategy often starts with recognizing the right moment. We help you evaluate the charitable options behind common client situations and determine when it makes sense to bring philanthropy into the broader plan.
Bring us in when a client is:
- Experiencing a high-income year or significant income event
- Making regular charitable gifts that could be structured more strategically
- Holding appreciated securities, closely held business interests, real estate, or other complex assets
- Preparing for a business sale or liquidity event
- Considering charitable options for IRA assets
- Incorporating giving into an estate or legacy plan
Add More Value to
the Planning Relationship
Charitable planning gives you another way to identify opportunities, strengthen your recommendations, and help clients make better use of the financial decisions already in front of them.
Make planning more complete
Connect charitable goals with income, tax, asset, retirement, and estate-planning considerations.
Surface opportunities earlier
Identify strategies before a transaction, year-end deadline, or planning decision limits the available options.
Strengthen client relationships
Help clients see that you are considering not only their tax exposure, but the broader goals behind their financial decisions.
Expand your capabilities
Give clients access to charitable planning and complex-gift expertise without having to build that specialization inside your practice.
A Charitable Planning Resource for Your Practice
The Dallas Foundation works alongside you and your client to turn a planning opportunity into a thoughtful charitable strategy.
Whether the question involves a donor-advised fund, appreciated or complex assets, a significant income event, or long-term giving, we provide the personalized guidance and charitable infrastructure to help move the strategy forward.
Bring us the client situation. We’ll work with you to determine what is possible and help your client put their generosity to work with greater purpose and impact.
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
How It Works
Guided by philanthropic advisors trained and certified in 21/64’s approach to values-based and multigenerational giving, we work closely with your clients’ to uncover their long-term vision for impact.