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
-
Tolleson Wealth Management Taps Susan Jenevein as New Director of Philanthropy
Tolleson Wealth Management is pleased to announce the hiring of Susan Jenevein as director of philanthropy. Jenevein will create and implement strategies to provide administrative and operational support for charitable organizations as well as manage Tolleson Wealth Management’s donor-advised fund services, which offer individuals, families and family foundations a simplified and highly personalized approach to […]
Read more -
Tolleson Wealth Management Recognized as a 2018 Top Wealth Manager by D Magazine
D Magazine recognized Tolleson Wealth Management as a Top Wealth Manager for 2018 in its latest November issue. The firm is proud to celebrate this recognition in honor of serving clients and their families with all things financial. This is the fourth year in a row Tolleson Wealth Management has received this award. D Magazine […]
Read more -
Tolleson Wealth Management gets Spooky for This Year’s Halloween
Tolleson Wealth Management celebrated Halloween with an after-hours employee reception on Monday evening. Employees got in the Halloween spirit with spooky treats, games and a haunted desk contest. Members of the executive team posed for a picture with the scary décor (Chief Talent & Learning Officer Jeff Strese, President Richard Joyner and Chief Investment Officer […]
Read more -
Tolleson Wealth Management Featured in the 2018 SMU Cox Dallas 100 Entrepreneur Awards
The Caruth Institute for Entrepreneurship at Southern Methodist University’s Cox School of Business recognized the 100 fastest-growing private companies in North Texas, including Tolleson Wealth Management. To view the list published by the Dallas Business Journal, visit here. “We are proud to be included on this list in the company of the other fast-growing businesses,” […]
Read more