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Sep 17, 2024

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Greater Houston Community Foundation will work closely with you to tailor solutions for your clients that meet their charitable giving needs, offer the maximum charitable tax deductions, and provide many ways to incorporate charitable giving into their estate plans. Here are example situations of how we can work with you for the best possible outcome.

Closely Held Business Owners
Liquidity Events
Family Dynamics
Philanthropy in the Estate Planning Process
No Children to Inherit

More Helpful Articles by Greater Houston Community Foundation: 

  • What is a Donor Advised Fund? The Complete Guide  
  • The Importance of Charitable Giving in Financial and Estate Planning
  • Cash or Stock? A Strategic Guide to Charitable Giving
  • Where High-Impact Philanthropy Happens: A Personalized Approach to Giving  
  • Giving With Clarity: The Power of Intentional Giving in Family Philanthropy  
  • How to Give Back to Your Community

This website is a public resource of general information that is intended, but not promised or guaranteed, to be correct, complete, and up to date. The materials on this website, including all comments and responses to comments, do not constitute legal, tax, or other professional advice, and is not intended to create, and receipt or viewing does not constitute, nor should it be considered an invitation for, an attorney-client relationship. The reader should not rely on information provided herein and should always seek the advice of competent legal counsel and/or a tax professional in the reader’s state or jurisdiction. The owner of this website does not intend links on the website to be referrals or endorsements of the linked entities.

For support on charitable planning strategies, please reach out to Andrea Mayes.

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