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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Lessons Learned Navigating the Pandemic
How have families navigated the pandemic? What are some of the valuable lessons learned? Although the events of 2020 were unexpected and hard to prepare for, having conversations about processes and learning to practice decision-making with your family can help when crisis strikes. In my latest episode of Tolleson Insights, I share my insights after […]
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Bitcoin: Buy, sell, or hold?
Bitcoin has been a highly debated topic among investors for more than a decade. It recently made headlines due to its rapid price acceleration and volatility – rising from $10,000 to more than $60,000 per Bitcoin over the last 10 months. In my latest Investment Insights article, I share our current view on Bitcoin. WANT […]
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Reverse Mentor Program Aims to Cultivate Growth
The Reverse Mentor Program wrapped up another successful cohort as it continued to evolve in its third year. Twelve Tolleson Wealth Management employees mentored a group of senior leaders to amplify their coaching skills and provide new ideas for organizational growth. Divided into pairs, they worked together to continue the program mission of stimulating unique […]
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Employees Focus on Professional Development with Podcast Club
After the launch of the podcast series Tolleson Insights run by President Richard Joyner, employees were inspired to learn and connect with new topics. Tolleson Wealth Management’s internal ‘Culture Club’ committee explored how different types of podcasts could create professional development and networking opportunities across each team. Taking leadership of the idea, Business Analyst Meghan […]
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