Building Family Legacy Through Purpose-Driven Philanthropy

Philanthropy goes beyond giving away money; it’s a way to express one’s values, passions, and vision for a better world. It can also be a powerful tool in a holistic wealth management strategy.

When you engage in philanthropy, it can be a deeply rewarding and fulfilling experience for both you and your family while also simultaneously acting as a catalyst for societal transformation. One of the biggest challenges? Finding an experienced partner to help navigate your options, prioritize your goals, and maximize your impact.

At Tolleson, our team offers a comprehensive suite of philanthropic services highly personalized to each family’s unique aspirations, built strategically within your overarching financial plan. Our client-first approach helps build a giving strategy grounded in data, discernment, and empathy, empowering you to make a difference when and where it’s needed most.

Whether you are new to giving or have an established legacy, we can help you design and implement a fully customized approach to giving. Here are some of the most impactful ways we work with clients:

• Experienced Advising: We help our families select and evaluate the best nonprofits and causes to support using rigorous grant analysis, social issue analysis, impact metrics, and best practices.
• Amplifying Impact: We leverage your family’s charitable giving to inspire others, advocate for the issues you care about, and amplify your impact through our extensive network of thought leaders and nonprofit partners.
• Comprehensive Support: From communication and governance to compliance support, we steward every charitable investment vehicle, including Donor-Advised Funds (DAFs) and Private Foundations.
• Resource Access: We provide access to resources from peers, nonprofits, and thought leaders across the nation, offering subject matter expertise and best practices in various focus areas such as education, affordable housing, humanitarian needs, disaster recovery, workforce development, healthcare, and anti-trafficking efforts.

Philanthropy is a journey, not a destination. It can serve as a fulfilling experience for your entire family, engaging the next generation in community awareness and support. We currently work with families spanning as many as four generations, with members aged 6 to 80+ actively involved in giving and community impact. When philanthropy exists within your holistic financial plan, it can help foster a culture of consensus and decision-making that reflects a shared sense of purpose, helping you build a family legacy that will last for generations to come.

Whether you are starting your philanthropic journey or looking to elevate your existing efforts, our team is here to support you and your family every step of the way, so that you can begin contributing to the change you wish to see in the world.

For more information on how Tolleson can assist with your philanthropic goals, please reach out to our Philanthropy team today, or learn more about the services we offer here.

Let’s make a difference together.