Greater Houston Community Foundation partners with professional advisors to help them amplify their community impact through philanthropic services including donor advised funds, consulting, family philanthropy, foundation services, legacy planning, scholarship funds, complex asset gifts and more.
Why Professional Advisors Choose Greater Houston Community Foundation to Assist Their Clients
Be an even greater asset to your charitable clients; Greater Houston Community Foundation has deep experience helping Houston’s top advisors connect their clients with philanthropic services designed to ensure their funds go further and that their unique giving goals are met.
We Accept Complex Assets
Is your client interested in using illiquid property in their giving strategy? We accept a wide range of complex assets including business interests, life insurance policies, real estate, closely-held stock, and more. Complex asset gifts to a donor advised fund allow donors to leverage diverse assets to fund their philanthropy, maximize tax efficiency, and make a significant impact in the community they call home.
We Welcome Third-Party Investment Management
As your philanthropic partner, we respect the client relationships you have established and shared with us. At Greater Houston Community Foundation, you can continue to manage your client’s investments when they open a fund with $500,000 or more.
We Offer Legacy and Planned Giving
Reduce the complexities of philanthropic estate planning. We simplify planned giving, working alongside your clients and their families to understand their values as donors, and to ensure that their philanthropic impact continues in perpetuity. We work with you, your clients, and their families to provide tools that simplify processes. Our charitable estate and legacy planning services include:
- Donor advised funds for future generations (Learn more about Next Gen Engagement)
- Direct distributions to nonprofit organizations
- Endowed funds to maintain giving in perpetuity
- Stewardship of assets intended for directed areas of charitable interest
We Know Houston
When your client is looking to make a deep impact in their community, they need to be partnered with a team that truly knows Houston philanthropy. Our multidisciplinary team of philanthropic experts have intimate knowledge of local issues and needs, strategic philanthropic planning, and are connected with the local nonprofit executives leading the highest-performing organizations in our area.
We are dedicated to helping your client make educated, effective giving decisions — connecting both you and your clients to impactful nonprofits and donors in the Houston community.