70 years of expertise at your service
As a partner for your personal philanthropy, we work to ensure your charitable giving gives you the flexibility and impact you’re looking for. Our team takes the time to understand your desired level of involvement, and we adjust our services to your needs.
philanthropic
advisors
GIVING OPTIONS
LEGACY PLANNING
GRANTMAKING
& TAX SUPPORT
INVESTMENT MANAGER
APPLICATION PROCESS
WEBPAGE
- The support you need
- Charitable goal-setting
- Grantmaking support
- Grantee accountability
- Administrative support
- The support you need
When you trust CFT with your charitable giving, you receive:
- A team of philanthropic experts
- A dedicated relationship manager to support you
- Access to extensive information on nonprofits we work with
- Assistance building your legacy and involving your family
- Educational opportunities and events
- A dedicated and secure Donor Portal
- Insider access and giving perks for North Texas Giving Day
Our team can also help provide your family with support for:
- Identifying and communicating your values
- Creating your family mission statement
- Establishing a fund for children and/or grandchildren
- Hosting customized family volunteer service projects
- Charitable goal-setting
Our team works with you to identify your giving style, passions, and desired outcomes. Together, we develop a charitable mission statement, identify community needs, and help you formulate strategies to address them. We also provide ongoing evaluations of your funding to ensure that the intent of your giving is realized.
- Grantmaking support
Throughout the grantmaking process, our team provides a variety of services to manage the day-to-day activities of your charitable giving, including:
- Determining if a gift will qualify as a charitable contribution
- Identifying qualified applicants
- Arranging site visits to explore agency capabilities
- Reviewing grant proposals
- Preparing written grant recommendations
- Sending award letters and notifying those whose proposals are declined
- Grantee accountability
We ensure that your contributions are being used for their intended purpose and are having the desired impact. We provide accountability oversight by:
- Maintaining a grant reporting schedule for each grantee
- Monitoring progress of grants and scheduling site visits when required
- Providing technical assistance and/or troubleshooting on grants experiencing difficulty
- Preparing written annual evaluations of major grant projects (based on information provided by grantees or by outside evaluators hired to monitor programs)
- Administrative support
Our team provides administrative support to complement our other grant services in order to best assist you, your family, or company in your philanthropic activities, including:
- Preparation of minutes and board packets
- Scheduling and coordination of meetings
- Other administrative tasks as needed
Giving in action
NORTH TEXAS GIVING DAY
Communities Foundation of Texas’ NTX Giving Day is an 18-hour online giving event designed to empower every person to give back to their community by supporting local nonprofits and causes they care about in one easy-to-use platform. NTX Giving Day is the largest community-wide giving event in the nation.
Ready to get started?
Develop your customized, strategic giving plan with the help of our experienced and knowledgeable staff.
