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Leading Through Legacy: CFT’s Live Oak Society

  • About CFT,
  • Complex Gifts,
  • donors,
  • Estate Planning
Leading Through Legacy: CFT’s Live Oak Society

Everyone can leave a legacy. What will yours be?

In the past 66 years, hundreds of forward-thinking individuals, couples and families have partnered with CFT to make a commitment to further their passions and better our community beyond their lifetimes. These generous donors have named Communities Foundation of Texas as the beneficiary of a planned or deferred gift through their wills or estate plans and are recognized as part of CFT’s legacy society, the Live Oak Society. Planned gifts to any fund at CFT qualify for Live Oak Society membership and demonstrate the highest level of trust in Communities Foundation of Texas.

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JEFF & ALISON BALCOMBE

“We have been CFT fund holders for over a decade and have seen firsthand the resources that CFT provides. CFT actively evaluates charitable organizations, provides tools for fund holders to better understand charitable giving and provides many opportunities for involvement beyond giving. We chose to join CFT’s Live Oak Society and leave a legacy with CFT to set an example for our children and future generations. CFT helped us think through our options in allocating and administering our legacy fund, laying the foundation for our family’s financial stewardship and continued involvement in giving back.”

KERN AND MARNIE WILDENTHAL

“Joining CFT’s Live Oak Society and establishing a ‘Family Fund’ as a means to provide ongoing support to a variety of important nonprofit organizations were easy decisions for us. In addition to relieving us of worrying about how to invest and preserve our philanthropic funds for our old age and beyond, a donor-advised fund at CFT that will last for decades to come will enable our children and grandchildren to learn and experience the joys of giving to deserving causes.”

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Contact our team of CFT experts to join CFT’s Live Oak Society or start a conversation and explore planned giving opportunities for you and your family.

 

Carolyn A. Newham, J.D.
Author:
Carolyn A. Newham, J.D.
General Counsel and Corporate Secretary

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