Feb. 23: GiveWisely with CFT! (for you and/or your clients)
Back by popular demand and now in its sixth year, GiveWisely brings together donors in all phases of their philanthropy to learn how to be more effective, efficient and impactful in their giving.
Join us for an energizing day of learning that includes breakfast, lunch and transportation to a special site visit where you can practice what you have learned. We hope you'll join us and invite your clients!
As a professional advisor, you may have rededicated yourself to your clients. Here are a few ideas to strengthen your client relationships while simplifying the legacy planning process—for you and your clients.
By talking to clients now about providing support their favorite charities through their wills, you will help them enjoy financial and tax benefits while ensuring that their chosen nonprofits will endure for generations to come. As advisors leading this discussion, you can gain insight into a client's core values and can help them articulate the "why" of their legacy plans.
"Rather than focusing on creating legal structures that simply preserve assets owned during lifetime, estate planners (better called "legacy planners") need to focus on legal structures that preserve the purpose of an individual's life and infuse that purpose into the assets left behind so that they can be properly communicated and transferred to future generations."
Propelling Donor Legacies
For information about planned giving for you and your clients, please contact Geri Jacobs. We encourage our legacy donors to join CFT’s Live Oak Society, which recognizes individuals and couples who have named Communities Foundation of Texas as the beneficiary of any type of planned or deferred gift.
The Vester Hughes Award is given by Communities Foundation of Texas periodically to honor exceptional professional advisors who most embody the spirit of the late, respected tax lawyer, Vester T. Hughes, Jr., whose dedicated counsel guided CFT for over 50 years. Award recipients are recognized for their commitment to their clients, charitable work in our community, and for their support of CFT’s philanthropic initiatives. Event ticket sales benefit on-going professional advisor education and programs at CFT.
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Join us for CFT's annual Professional Seminar on May 7th in partnership with SMU. This year's seminar will feature Samuel A. Donaldson, professor of law.