Financial
Advisors
Help Clients Give more strategically and Keep managing assets
Charitable giving can be an important part of a client’s broader financial plan. The Dallas Foundation works alongside financial advisors to help clients turn charitable goals into thoughtful strategies that complement their investment, tax, and estate planning.
From complex assets and liquidity events to family philanthropy and long-term giving, we bring specialized philanthropic expertise to the table while keeping you at the center of the relationship. And through our outside managed account capability, you can continue managing eligible charitable assets held at The Dallas Foundation.
Your client gains a more complete, values-aligned approach to wealth. You gain a partner that helps strengthen the relationship and the value you bring to it.
Discuss a Client’s Charitable Goals
Kevin Betancourt
Director of Philanthropic Partnerships
Learn More with the Guide to Strategic Charitable Planning
Make Philanthropy Part of the Financial Plan
The best charitable strategies are not separate from the financial plan. They work alongside it. We help you identify opportunities to connect a client’s giving with their financial, tax, family, and legacy goals.
Together, we can help clients:
- Use donor-advised funds as part of a broader financial strategy
- Plan strategically around high-income years and liquidity events
- Put appreciated, complex, and noncash assets to charitable use
- Keep eligible charitable assets under your management through an outside managed account
- Build legacy and endowment planning into their long-term strategy
- Engage children and grandchildren through family philanthropy
Add More Value to the
Client Relationship
Philanthropic planning gives you another way to understand what matters to your clients and bring greater value to the relationship.
Make the plan more complete
Connect philanthropy with the investment, tax, estate, wealth-transfer, and family decisions already on the table.
Deepen the relationship
Help clients define what they want their wealth to accomplish, not just how they want it managed.
Differentiate your practice
Bring sophisticated philanthropic expertise, local knowledge, and charitable planning capabilities to clients without having to build them internally.
Strengthen relationships across generations
Use family philanthropy to build meaningful connections with children and grandchildren as wealth, values, and decision-making transition over time.
Create opportunities for growth
Turn charitable conversations into broader planning opportunities around complex assets, liquidity events, succession, and long-term wealth.
Extend Your Practice With Philanthropic Expertise
The Dallas Foundation serves as a philanthropic extension of your practice. We bring charitable expertise, administrative support, and deep knowledge of the Dallas community while you remain the trusted advisor who understands the client’s broader financial picture.
Our outside managed account capability can also allow you to continue managing eligible charitable assets held at the Foundation, creating continuity for you and your client.
When a client is ready to think more intentionally about giving, you do not have to have every answer. Bring us into the conversation, and together we can build a strategy that connects their wealth, values, family, 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.