Philanthropy
“A well-designed philanthropic strategy can teach future generations about the values and charitable interests of the founding family. It is also how the family’s legacy is known and respected in the community. We offer services to help you create and administer a legacy through charitable giving.” – J. Carter Tolleson, CEO
How We Help
GIVING STRATEGY
Our team helps to design a plan and strategy for each family. We can determine the best way to carry out charitable intentions, whether through direct gifts, a private foundation or with a donor-advised fund.
DONOR-ADVISED FUND
The Tolleson Wealth Management Donor-Advised Fund offers individuals, families and charitable organizations a simple, powerful and highly personal approach to giving. We assist with everything from grant recommendations to gift agreements to follow up with your recommended charities.
CHARITABLE ADMINISTRATION
We provide administrative and operational support for charitable organizations, including private foundations. To create personal, impactful approaches to giving, we assist with mission development, grant processing and strategy, managing investments and providing back-office support for operations.
GIVING STRATEGY
Our team helps to design a plan and strategy for each family. We can determine the best way to carry out charitable intentions, whether through direct gifts, a private foundation or with a donor-advised fund.
DONOR-ADVISED FUND
The Tolleson Wealth Management Donor-Advised Fund offers individuals, families and charitable organizations a simple, powerful and highly personal approach to giving. We assist with everything from grant recommendations to gift agreements to follow up with your recommended charities.
CHARITABLE ADMINISTRATION
We provide administrative and operational support for charitable organizations, including private foundations. To create personal, impactful approaches to giving, we assist with mission development, grant processing and strategy, managing investments and providing back-office support for operations.
Featured Insight
The Power of “WE”
On March 27, I joined colleagues, teachers, students, A-list performers and international speakers in celebrating Texas’ WE Day in Downtown Dallas, a movement launched by brothers Craig and Marc Kielburger. As humanitarians, activists and social entrepreneurs, the Kielburgers founded a family of organizations dedicated to the power of “WE” – bringing people together to change the world. Specifically working with youth, their vision connects the rising generation with opportunities to empower and engage with global and social issues.
We are excited to host Craig for an upcoming private client event where he will share ways for parents and children to make caring “cool.” As Director of Philanthropy at the firm, I am inspired by this message, and as I work with client families and their foundations, I understand the desire for them to make impact in the local, national and even global community. From experiencing WE Day and through my own experiences with our philanthropy services, I’ve put together some key takeaways when it comes to create change together and having a “WE” mentality.
Resources
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Tolleson Private Bank Fosters Financial Growth in the Community
Senior Vice President and Regulatory Compliance Officer Alta Mantsch helps a student with a finance exercise. While Tolleson Private Bank is passionate about serving client families, the bank is also committed to serve within the greater Dallas community. Through providing credit and lending in these areas, Tolleson Private Bank hopes to foster more financial opportunities […]
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Tolleson Wealth Management Recognized as 2020 Top Wealth Manager by D Magazine
D Magazine selected Tolleson Wealth Management as a Top Wealth Manager for 2020. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the sixth consecutive year that Tolleson Wealth Management has received this award. To view the list published by D Magazine, […]
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Holiday Giving Guide
‘Tis the season for giving! The Philanthropy Services team has compiled a list of organizations on the best ways to volunteer and donate this year. Volunteer as Santa Claus or his Little Helper Channel your inner elf and make a child’s Christmas by “answering” their letter to Santa Claus. Be a Santa to a senior […]
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Employees Celebrate the Holidays by Giving Back
To get into the holiday spirit, employees participated in the annual “giving tree” drive benefitting the firm’s community partner St. Philip’s School and Community Center. Sixty employees provided coats to 100 children at the school and community center’s annual Christmas store. It is the seventh year that the firm has offered a holiday drive for […]
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