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.
Resources
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Tolleson Wealth Management Donates To Suits For Shelters Clothing Drive
More than 100 pieces of professional clothing were donated by Tolleson Wealth Management employees to the Suits for Shelters drive, benefiting survivors of domestic abuse. The firm has participated in the Suits for Shelters drive since 2015 and has donated to the campaign since 2013. The professional pieces of clothing help equip women in need […]
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Same Tolleson Wealth Management, just with a new look and feel
We are pleased to announce the launch of a newly designed website with dynamic features and improved capability for more content. Our goal at Tolleson Wealth Management has and always will be the client experience. Over the past few years, we have implemented key projects focused on delivering more relevant and timely information to our […]
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Tolleson Wealth Management’s IT Team Gives Away Desktop Monitors
Every quarter, the Information Technology (IT) team at Tolleson Wealth Management donates used computer monitors and desktops to various local organizations in need. This past month, they partnered with Healing Hands Ministries, a local charity that provides low-cost medical and dental care. After many employees received newer upgrades for increased work efficiency this summer, the […]
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Chief Talent and Learning Officer Jeff Strese Speaks on Leadership at Pershing’s Insite Summer Conference
As Chief Talent and Learning Officer, Jeff Strese leads Tolleson Wealth Management by avidly investing in human capital programs and strategies for employee culture. In recognizing the need for growth around leadership, Strese has led the implementation of in-house professional and leadership training for employees the past four years. Other areas of focus for him […]
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