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Inside: Propelling donor legacies, new office in Collin County, and upcoming advisor events
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Our team is happy to come to you to share an overview of how CFT can benefit your clients or practice. We'll even bring breakfast - or lunch!

Reserve a thirty minute or an hour time slot for your office today.

Kathryn McGill
Advisor Relations Officer
Phone: 214-750-4145
kmcgill@cftexas.org 

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! 

Learn more and register

What are Your New Year's Resolutions?

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.

In their recent article, A New Face for Estate Planning, authors Jonathan G. Blattmachr & Daniel J. Scott, affirm this approach:

"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. 
Proudly Sponsored By:
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.

"Staying Atop Shifting Sands: Keeping Nimble Amidst Changing Tax Laws"


Featuring Speaker:
Samuel A. Donaldson
Tuesday, May 7, 2019
Location: SMU, David and Carolyn Miller Event Center at Moody Coliseum

Breakfast: 7:30 am
Program: 8:30-11:30 am
Register Now
Become A Sponsor
We've expanded and have
a new office in Collin County!

Address:
Hall Office Park
2401 Internet Blvd
Suite 101
Frisco, TX 75034
If you are interested in learning more about our work in Collin County, please contact:
Copyright © 2019 Communities Foundation of Texas, All rights reserved.


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