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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2022 Natural Disaster Resource & Giving Guide
Every year, the United States experiences devastating natural disaster events such as hurricanes, tornadoes, wildfires, etc. If you are interested in helping the disaster relief effort, we have included some suggestions below. For more information or to donate, click the links below. American Red Cross Center for Disaster Philanthropy Convoy of Hope The Salvation Army […]
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President Richard Joyner is named a 2022 Barron’s Top 100 Independent Financial Advisor
Barron’s released its 2022 Top 100 Independent Advisors list, with President of Tolleson Wealth Management Richard Joyner listed as #6. This is the ninth year he is featured on the list. As identified by Barron’s, the ranking reflects assets under management, revenue produced for the firm, and quality of practice. Joyner continues to focus on […]
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2022 Summer Analyst Program Comes to a Close
Tolleson Wealth Management’s 2022 Summer Analysts represent the largest class of interns in the firm’s history. We want to thank them for their dedicated service this summer, as they were able to assist with unique projects that directly benefitted our clients. The Summer Analyst program is intended to provide a holistic view of the firm, […]
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Tolleson Wealth Management Listed in Financial Advisor’s 2022 Annual RIA Ranking
Financial Advisor Magazine ranks Tolleson Private Wealth Management on its 2022 annual RIA list for the 10th consecutive year. Listed as #62 in the national ranking out of 534 firms, we are proud to celebrate a decade of growth since first receiving this award in 2012. The full list of rankings is featured in the […]
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