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
-
Richard Joyner Recognized on The Barron’s 2018 Top 100 Independent Wealth Advisor’s List
The Barron’s released the 2018 list of Top 100 Independent Wealth Advisors, recognizing Tolleson Wealth Management’s Richard Joyner at #19 last week. Joyner serves as President and has been with the firm for more than 15 years. He oversees key strategic, marketing and policy determinations for the firm and its lines of business. He works […]
Read more -
Tolleson Wealth Management Goes Inside the Investment, Hosting Andy Rothman of Matthews Asia
Chief Investment Officer Eric Bennett and the firm’s Investment Team welcomed clients to a private reception featuring Andy Rothman, Investment Strategist at third-party manager Matthews Asia, to present on the dynamic and growing Asia markets. Delving into the latest economic developments, Rothman gave a unique insight into China’s markets, reflecting on his 20-year career as […]
Read more -
Tolleson Wealth Management Kicks Off the School Year with a Drive
With summer ending and the school year upon us, Tolleson Wealth Management employees got in the spirit by hosting a school supply drive in partnership with ChildCareGroup and Wesley Rankin Community Center. The firm continually partners with both organizations through volunteer and donation opportunities. This year, the focus was to raise money and donate supplies […]
Read more -
Managing Director Dotti Reeder honored as a 2018 Women in Business “Power Player” by Dallas Business Journal
This month’s Dallas Business Journal featured the top 30 women business leaders in the Dallas-Fort Worth area, including Tolleson Wealth Management’s Dotti Reeder. Reeder leads alongside two Managing Directors on the firm’s Client Advisory Team. She spoke to the Dallas Business Journal about Tolleson Wealth Management’s reputation and how the firm successfully attracts clients by […]
Read more