Private
Bankers
Bring More to the Private Banking Relationship
Your clients look to you for more than banking, lending, and investment management. They expect a comprehensive view of their financial lives, including how their wealth can support the people, causes, and communities that matter to them.
The Dallas Foundation works alongside private bankers to bring charitable planning into that broader relationship. From donor-advised funds and complex gifts to endowments, supporting organizations, and family philanthropy, we provide the philanthropic expertise, charitable infrastructure, and North Texas knowledge to help you serve clients more completely.
And through our outside managed account capability, eligible charitable assets held at The Dallas Foundation can remain connected to your institution’s investment management.
Discuss a Client’s Charitable Goals
Kevin Betancourt
Director of Philanthropic Partnerships
Explore the Private Banking Guide
Recognize the Moments That Create Opportunity
Charitable planning often fits naturally into financial conversations already happening with your clients. We help you identify when philanthropy may add another dimension to the plan and bring the expertise to move the conversation forward.
Bring us in when a client is:
- Experiencing a high-income year, inheritance, or significant liquidity event
- Holding appreciated securities, concentrated positions, or other complex assets
- Considering a donor-advised fund or a more structured approach to giving
- Exploring an endowment, supporting organization, or alternative to a private foundation
- Thinking about estate planning, legacy, or the transfer of wealth across generations
- Looking for meaningful ways to involve children and grandchildren
Deepen the Client
Relationship
Philanthropy can give you another way to understand what matters to your clients and strengthen the role you play across their financial lives.
Deliver a more complete relationship
Connect charitable goals with the investment, liquidity, estate, and wealth-planning conversations already underway.
Strengthen client loyalty
Help clients move from managing wealth to defining what they want that wealth to accomplish.
Build multigenerational relationships
Use family philanthropy to create meaningful connections with children and grandchildren as values, assets, and decision-making transition over time.
Differentiate your institution
Add personalized philanthropic guidance, sophisticated charitable structures, and local expertise to the capabilities you already provide.
A Philanthropic Partner That Complements Your Platform
The Dallas Foundation works alongside your institution, not in place of it. We bring expertise in charitable planning, complex gifts, family philanthropy, grantmaking, and the North Texas nonprofit landscape while you remain at the center of the client’s broader financial relationship.
Our outside managed account capability can also allow your institution to continue managing eligible charitable assets held at the Foundation, helping preserve continuity across the client’s investments and philanthropy.
When philanthropy becomes part of the conversation, bring us in. Together, we can help your clients turn financial opportunity into thoughtful giving while strengthening the relationship you have built with them.
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.