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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Richard Joyner Receives #2 Ranking on Barron’s Top Advisory List for Second Year
The Barron’s released their 2019 Top Advisor Rankings this week for each state, with Tolleson Wealth Management’s Richard Joyner at #2 on the list of 90 advisors throughout Texas. This is the second year that Joyner was listed. Read about the 2018 ranking here. The rankings are based on data provided by over 4,000 of […]
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Technology and Operations Teams Show Down in Bowling Competition
Chief Technology Officer and Chief Operating Officer John Scheibe oversees one of Tolleson Wealth Management’s largest teams, including Information Technology, Business Applications, Wealth Operations, and Client Bookkeeping Services. The group manages more than 80 applications that work together and give a streamlined and consistent experience for employees and client families. Taking a break from all […]
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Celebrating the Life and Contributions of Gene H. Bishop
Gene H. Bishop 1930-2019 The team at Tolleson Wealth Management mourns the death of board member and advisor Gene H. Bishop after hearing the news of his passing last week. He was a mentor and dear friend to many at the firm. “Without question, Gene was the finest businessman, banker that I’ve ever been around,” […]
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Chief Investment Officer Eric Bennett Goes Inside the Investment with John Goff
Chief Investment Officer Eric Bennett and Tolleson Wealth Management’s Investment Team hosted a private reception featuring John Goff to talk current trends and opportunities in today’s real estate markets. Goff is the founder of Goff Capital and co-founder and chairman of Crescent Real Estate. With more than 20 years of experience in investing in real […]
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