Empowering Advisors to Enhance Philanthropy
The Professional Advisor Council (PAC) will serve as a strategic partner to the Foundation by promoting the integration of charitable giving into the practices of professional advisors, empowering them to guide their clients in achieving financial and philanthropic goals. The PAC will advance the Foundation’s mission to expand philanthropic impact by connecting professional advisors to Greater Houston Community Foundation and serving as a platform for knowledge sharing, professional development, and fostering a community of like-minded advisors committed to incorporating charitable planning into their work.
Additionally, the PAC will provide members with opportunities to exchange charitable giving ideas, stay informed about emerging issues and trends in philanthropy, and build meaningful relationships with other advisors.
Composition
The PAC will be comprised of 12-15 mid to senior-level professionals, with a balanced number of representatives from various disciplines, including but not limited to investment advisors, wealth managers, estate planning attorneys, tax professionals, CPAs, family office representatives, and financial planners. This balanced structure ensures a diverse range of perspectives and expertise while maintaining a manageable size for effective collaboration.
Terms
Members will serve two-year terms, with the opportunity to serve one additional consecutive term. Terms will be staggered to maintain continuity within the council.
Meetings
In 2025, the Foundation will hold an orientation for PAC members in April, followed by meetings in May, June/July, September, October, and November. Additional ad hoc meetings may be scheduled as needed. Beginning in 2026, meetings will transition to a bi-monthly schedule. All meetings will be held in person, with a virtual option available. Active participation and consistent attendance at all scheduled meetings are required.