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
- Summary of Recent IRS Communications
As is true for many areas of our lives these days, new tax developments are emerging daily. Below is a quick recap of the tax news most likely to impact our clients. On March 3, the IRS deferred the April 15 payment due date for all income tax payments below $1 million; however, all tax […]
Read more - Tolleson Private Bank Branch Closure
To our valued Tolleson Private Bank clients, our concern for how the COVID-19 outbreak has affected you and your family is paramount and on our minds. We are taking extensive steps to protect our employees, our clients, and our communities. In an effort to comply with local recommendations around social distancing, Tolleson Private Bank will […]
Read more - A Message to Clients Regarding Operations
As we learn more about the local developments of the COVID-19 virus, we want to promote social distancing to protect the safety of our Tolleson Wealth Management team. As a result, we have asked most of our staff to work remotely beginning today (Tuesday, March 17). We will continue to operate in this manner through […]
Read more - A Message to Our Clients
Like you, we are monitoring the daily developments around the spread of the COVID-19 virus. While we have not experienced any issues to date, we are taking the appropriate steps to be fully prepared if that changes. As the situation evolves, our priorities are: The health and safety of our employees and client families; Continuous […]
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