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.
How We Support Professional Advisors.
Connect your clients to custom philanthropic solutions in Houston.
Your Trusted Ally
“The Foundation provides such a needed resource to our advisor community, and I encourage our professional advisor community to reach out the Foundation for advice and input and assistance with philanthropic planning for clients. Greater Houston Community Foundation can provide so much assistance to the advisor community in terms of problem-solving and sophisticated planning assistance.”
Tommy Wright, RSM US, LLP
“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)
“I think what makes Greater Houston Community Foundation unique and very attractive to clients and potential prospects is the level of care and service. What the Community Foundation gives back to donors in terms of education is something very unique that other institutions can’t really provide.”
Karen Costa (RSM US LLP)
“Greater Houston Community Foundation is such an important institution in Houston and beyond. Your thoughtful leadership is appreciated.”
Jeffrey Paine - Goldman Sachs
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.
Advisor Outreach Committee:
- Karen Costa, Chair, RSM
- Brandon Holcomb, Goldman, Sachs & Co. LLC
- Lauren Doughty, Locke Lord LLP
- Charlie Schwartzel, J.P. Morgan Private Bank
- Nick Erwin, U.S. Capital Advisors LLC
- Tama Klosek, Klosek & Associates PLLC
- Jennifer Klein Strauss, Ytterberg Deery Knull LLP
- Kyle Wright, Stardust