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
- The Kitchen Dance
Recently, a colleague and I conducted a small family meeting in a client’s home. The meeting included the mom and dad with their two adult children. Since we were in the beginning phases of the family meeting process, spouses and significant others did not attend.
Read more - Investment Manager Sarah Wiewel Digs Deep on Impact Investment Trends
Investment Manager Sarah Wiewel facilitated DFW Sustain and the DFW CFA Society’s Impact Investment panel on Sept. 5. As moderator, Wiewel navigated Jennifer Signori’s and Tucker Pribor’s conversations about incorporating impact investments into traditional asset allocations. Jennifer is Senior Vice President at Neuberger Berman on the Environmental, Social, Governance (ESG) and Impact Investing team. Tucker […]
Read more - Richard Joyner Receives Top Ranking on Barron’s Top Independent Wealth Advisor for Second Year
The Barron’s released their 2019 Top Independent Advisors this week, with Tolleson Wealth Management’s Richard Joyner at #15 on the list of 100 advisors throughout America. This is the second year that Joyner was listed. Read about the 2018 ranking here. The ranking reflects the volume of assets overseen by the advisors and their teams, […]
Read more - Tolleson Wealth Management’s Investment Team Debunks Junk Bonds with Joseph Naggar
Tolleson Wealth Management’s Chief Investment Officer Eric Bennett and Investment Team hosted a private reception featuring Joseph Naggar to discuss navigating today’s 1.2 trillion high-yield bond market. Joseph is Partner and Head of Structured Products at GoldenTree Asset Management. Since his hire in 2007, he has played an instrumental role in building the firm’s structured […]
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