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Professional Advisors


We respect the client relationships you have established and shared with us. We are your resource and we partner with you to help your clients make effective, educated philanthropic decisions.

YOUR PHILANTHROPIC
RESOURCE


All about your clients.

WE SPECIALIZE IN PHILANTHROPY

Our Advisor Relations staff has deep expertise on tax and estate planning issues. Our Philanthropic Services team has intimate knowledge of local issues and needs, strategic philanthropic planning, and local nonprofit executives who are leading the highest performing organizations in our area.

PRIVATE BANK LEVEL OF SERVICE

We offer a dedicated client service team that provides local, hands-on, solutions-oriented service to our donors. We also have a financial and accounting team that provides a range of services. Our donors have 24/7 access to their funds via a secure online donor portal.

FLEXIBILITY

If you are a money manager and your client opens a fund with an initial balance of $500,000 or more, you can continue to manage the money in that fund. We accept a variety of complex assets and offer a comprehensive array of services. We can also help your donors with international grant making.

ENTREPRENEURIAL

We are solutions-oriented. In unique and complex situations, we work with you to create and implement customized solutions to meet your clients’ needs. We also do extensive work with charitable trusts of all types.

WE ARE HERE FOR THE LONG TERM

We offer planning vehicles that can continue in perpetuity. We have a self-perpetuating Governing Board comprised of philanthropists and business leaders who are also invested – financially and otherwise – in the long-term success of GHCF.

For more information on funds and agreements, check out our resources page.

PLANNED GIVING

GHCFLegacy

Our online planned giving resource, GHCFLegacy, is designed to assist you and your clients in achieving their charitable goals. GHCFLegacy includes an online wills planner, a planned gift calculator, descriptions of gift options, and sample bequest language. Click here to learn more.

The Legacy Project

Understanding true donor intent involves understanding donors’ plans and the impact they want to have in the future. The Legacy Project, a new initiative of the Greater Houston Community Foundation, can help capture your clients’ plans for the future of their philanthropy. If you are working with clients in their planning process and want to learn more about how we work with advisors and their clients, please contact Susan Zarich, Director of Advisor Relations, at 713-333-2203 or szarich@ghcf.org.

GHCF offers so many opportunities for our clients. It offers the families multigenerational planning, the education for the children, and of course, the best use and efficiency of giving funds to charity.

Barry H. Margolis, Retired Managing Partner – Houston, RSM