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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Employees Celebrate the Giving Season Through Toy Drive
To celebrate the season of giving, Tolleson Wealth Management employees sponsored a toy drive for Bonton Farms. Employees provided 250 toys for the organization’s toy drive. This is the ninth year the firm has sponsored a holiday drive for an organization-in-need. The firm selected Bonton Farms as its community partner in 2022 to create an […]
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Tolleson Team Supports New Partnership for Affordable Housing in West Dallas
Tolleson Private Bank backs Builders of Hope partnership project, creating affordable housing in West Dallas. When the opportunity to partner with Builders of Hope Community Development Corporation (CDC) to build affordable housing in West Dallas arose, the Tolleson team was excited to be involved. Tolleson Private Bank is continuously collaborating with various organizations to create […]
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Tolleson Wealth Management Ranked as #2 Dallas-Fort Worth Area Wealth Management Firm by Dallas Business Journal
Dallas Business Journal lists Tolleson Wealth Management as #2 in its ranking of Dallas-Fort Worth Area Wealth Management Firms. Rankings are based on local assets under management. To learn more about the rankings and to view the whole list, visit here. Dallas Business Journal surveyed wealth management firms beginning Jan. 3, 2022. The surveys were […]
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D Magazine Names Tolleson Wealth Management a 2022 Top Wealth Manager in Dallas
D Magazine names Tolleson Wealth Management as one of Dallas’ top wealth managers for the eighth consecutive year. We are proud to celebrate this recognition with our whole team for their dedication in providing client families with everything financial. Nominated by local wealth managers and selected by an anonymous panel of Certified Financial Planners, the […]
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