CFT Advisory Council

2018-2019 CFT Advisory Council

The Advisory Council of the Communities Foundation of Texas consists of distinguished professional advisors and civic leaders committed to the long-term success of CFT and our community. Through educational and peer-networking opportunities, members advance the philanthropic impact of their clients through collaborative partnership with CFT. To nominate someone to the Advisory Council, contact Kathryn McGill.

Jesse Abercrombie

Edward Jones

Stephen R. Akers

Bessemer Trust

Lise E. Anderson

Anderson & Brocious, P. C.

Lesly B. Annen

Annen Consulting

John F. Bergner

Winstead PC

Sally Bryant Berry

Community Volunteer

Gene H. Bishop

The Constantin
Foundation

Santo Bisignano

Bisignano Harrison
Neuhoff L.L.P.

Jonathan S. Blum *

Polsinelli

Marty Brainerd

Westwood Holdings
Group, Inc.

Sabina C. Bramlett

Fox Rothschild, LLP

Todd Bright

Bright & Bright

Kevin Bryant *

Crow Holding

Thomas H. Cantrill

Hunton Andrews
Kurth, LLP

Todd Carlton *

BNY Mellon Wealth Management

Bill E. Carter

Carter
Financial
Management

Jamie L. Carter *

Haynes and Boone, LLP

Richard T. Cheatham

Richard T. Cheatham, PC

Robert D. Collier

Meadows Collier

John M. Collins

Haynes and Boone, LLP

Ronald R. Cresswell

Law Office of Ronald R. Cresswell

Lora G. Davis

Davis Stephenson, PLLC

David A. Dean

Dean International, Inc.

Scott M. Deke

Bessemer Trust

Brian Doyle

Communities
Foundation of Texas

Mary H. Durie

Quest Capital
Management, Inc.

William S. Dykeman

JPMorgan Chase & Co.

John A. Eads

Kirkpatrick
Mathis & Brown, LLC

William D. Elliott

Elliott, Thomason & Gibson, LLP

George Ellis

Studer Group

Mark A. Fankhauser

Little Pedersen
Fankhauser LLP

G. Myrph Foote

G. Myrph Foote, Attorney At Law

Kristi S. Francis *

Francis & Associates
CPA'S

Michael P. Geary

Geary, Porter
& Donovan, P.C.

Michael L. Graham

The Graham
Law Firm, P.C.

Kal Grant

Tolleson Wealth Management, LP

Shannon Guthrie

Stephens-Guthrie
Law Firm

Jerri Hammer

Armanino, LLP

Jack W. Hawkins

Foley Gardere

Todd S. Healy *

Texas Financial Partners

Ladd Hirsch

Winstead PC

James M. Hogue

Morgan Stanley

Ken R. Holden

Calvetti Ferguson

G. Dulany Howland

Howland Advisory Corporation

William D. Jordan

Jordan, Monk, Reber,
P.C.

Stanford M. Kaufman

Kaufman & Associates

Peter D. King *

Geary, Porter
& Donovan, P.C.

Jennifer R. Lan *

Haynes and Boone, LLP

Mark H. LaRoe *

US Trust

S. Keith Laycock

Regions Financial Corporation

Patte Lee

White Rhino Financial

Loic LeMener

Opus Wealth
Management

Philip M. Lindquist

Lindquist Eisenberg,
LLP

Norman A. Lofgren *

Gray, Reed & McGraw,
LLP

Jack Lowe

Retired

Ken Malcolmson

North Dallas Chamber
of Commerce

Carter Malouf

Carter Malouf
Private Jeweler

Eric D. Marchand

Meadows Collier

Richard A. Massman

Hunt Consolidated,
Inc.

Richard Maus

New York Life, The Nautilus Group

Robert S. McCaig

Bright & Bright

Ronnie C. McClure

Seeking North, LLC

P. M. McCullough

Thompson & Knight Foundation

Michael L. Meadows *

Westwood Trust

Danika H. Mendrygal

Mendrygal Law, PLLC

Mitch Miller

Haynes and Boone, LLP

Thomas A. Montgomery

Montgomery Coscia Greilich, LLP

George J. Nachman

Nachman Law Firm

Paul T. Nipper

Jordon Monk Reber, PC

Lillie N. Nkenchor

New York Life

Daniel P. Novakov

Frost Brown Todd, LLC

Keith V. Novick

Foley Gardere

Yvonne M. Parks

Glast, Phillips & Murray

Mark Plunkett

Hilltop Holdings

Deborah Pritchard

Kirkpatrick Mathis & Brown, LLC

Brandon Ratzlaff

Cypress Point Wealth Management

Rust E. Reid

Thompson & Knight, LLP

David M. Rosenberg

Thompson & Knight, LLP

John F. Scovell

Woodbine Development Corporation

Cyndy Silverthorn

Crow Holdings

Tracey Spivey *

Montgomery Coscia Greilich, LLP

Laurel Stephenson

Davis Stephenson,
PLLC

Richard J. Szelc *

Neuberger Berman, LLC

Debra B. Tagg

Brennan Financial
Services

Megan Terrell

CliftonLarsonAllen, LLP

Charles E. Thoele

RGT Wealth Advisors

Kristine M. Thomas

Communities
Foundation of Texas

George E. Tobolowsky

Abe Zale Foundation

Christopher Trowbridge

Bell Nunnally & Martin, LLP

Christine S. Wakeman

Janelle Walker

Dusty D. Wallace

Tresi Weeks *

John Willding

Barnes & Thornburg, LLP

Genevra M. Williams *

Mendrygal Law,
PLLC

Phillip E. Williams

Texas Health Resources

Lawrence M. Wolfish

Wolfish & Newman, P.C.

Scott A. Wood

True North Advisors

Donald Zale

Abe Zale Foundation

New Members*

Partner in Philanthropy

Norman A. Lofgren, Looper Reed & McGraw PC

"Communities Foundation of Texas has been a wonderful planning partner for me and an exceptional charitable outlet for clients of mine who have charitable interests. The CFT staff is both professionally knowledgeable and 'user friendly.' They have assisted me in implementing tax advantageous structures and, at the same time, helped my client-families that are working to refine and define their philanthropic goals, with a particular eye toward local charitable organizations which need financial support. One particular strength of CFT is their patient encouragement of involvement by second and third generation family members in family philanthropic structures established by prior generations. Thank you CFT for being a great partner in the philanthropy of my clients."

Advising the Advisors

Lawrence M. Wolfish, Wolfish & Newman, P.C.

When help is needed to prepare and administer estate plans, many families and their advisors call on Wolfish & Newman, P.C., a boutique law firm focusing solely on estate planning and probate services. Lawrence M. Wolfish cites a number of reasons for referring individuals to Communities Foundation of Texas (CFT), including the ability of clients to fulfill their charitable goals by utilizing tax-wise strategies for appreciated property and avoiding filing, legal and accounting fees associated with a private foundation. Additional benefits include facilitating anonymous gifting and transferring funds electronically. In fact, Wolfish and his wife established their own donor-advised fund at CFT. “Sally and I created a charitable fund to advance our charitable goals and to make our giving more efficient,” he said. He also asks CFT for information about nonprofits and community needs. “CFT has been a wonderful resource for my family and my clients.”

Where Giving Grows

On the 10th anniversary of her nephew’s passing, Martha found a way to honor him. She set up a donor-advised fund through CFT to help children and youth develop self confidence through art and athletics. But she didn’t stop there. After taking CFT’s GiveWisely class and visiting Family Gateway, which supports homeless families, Martha was inspired to roll up her sleeves and volunteer.

Read The Full Story

Call on us to provide value for you and your clients

Charitable planning with your clients is good business. It broadens and differentiates your services, helps create a strong bond with your clients, and serves your clients and the community. When your clients are ready to maximize their charitable giving or plan their legacy, you can trust our staff to work with you to create the best philanthropic plan.

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2018-2019 CFT Advisory Council

Partner in Philanthropy

Norman A. Lofgren, Looper Reed & McGraw PC

Advising the Advisors

Lawrence M. Wolfish, Wolfish & Newman, P.C.

Where Giving Grows

Call on us to provide value for you and your clients