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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Managing Director Jennifer Kirksey Receives Family Wealth Report Award
Tolleson Wealth Management was nominated in four categories at the 9th Family Wealth Report Awards 2022 program, with Managing Director Jennifer Kirksey winning the ‘Women in Wealth Technology (Individual)’ award. The awards are designed to recognize organizations grouped by specialty, which a panel of independent judges deemed to have “demonstrated innovation and excellence during the […]
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CIO Eric Bennett Talks 2022 Inflation with Dallas Business Journal and D Magazine
Since last fall, the investment world has focused heavily on inflation – debating whether it is a shorter or longer-term problem. As the economy has not seen high inflation since the 1980s, investors today are faced with mostly negative memories from that period. With more than 35 years of experience in the industry, Chief Investment […]
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Barron’s Ranks President Richard Joyner a Top Texas Advisor for 2022
Barron’s released its 2022 Top 1200 Financial Advisors list, organized by state. President of Tolleson Wealth Management Richard Joyner is listed as #3 in Texas. This is the fifth year he is featured as a top advisor in Texas. As identified by Barron’s, the ranking is reflective of assets under management, revenue produced for the […]
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Tolleson Wealth Management Celebrates New Managing Directors
Tolleson Wealth Management was pleased to recognize the 25 new promotions announced in 2022. From this talented group, we are excited to highlight our three new managing directors. Susan Wells Jenevein was promoted to Managing Director of Philanthropy and Family Engagement. Jenevein joined Tolleson Wealth Management in 2018 from a 20-year career in philanthropy working […]
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