Advisors

As a professional advisor, you are an essential stakeholder that helps the Community Foundation strengthen the Texas Hill Country through philanthropy. By presenting philanthropy as an essential element of your practice, you’re helping your clients to invest their resources in ways that connect their passions with the needs of our local area. We are eager to help you share all the philanthropic options here in the Hill Country.

 

We Can Work With You

The Community Foundation works directly with you to create a powerful, flexible, effective philanthropic strategy for your clients. We also provide resources and programs specifically for professional advisors – so you can augment and deepen your client relationships through the joy of philanthropy.

We are available for consultation about a specific circumstance, and we are also available to meet in person with you and your client to discuss philanthropic options. The Community Foundation’s staff is available to speak to professional and civic groups on topics related to philanthropy, charitable planning, and community development. In addition, the Foundation conducts many “lunch and learn” presentations for local professional firms on a variety of charitable planning and family philanthropy topics. Need a speaker? Give us a call!

 

You Can Work With Us

At the Community Foundation, donors may recommend an external investment advisor to manage the assets of their funds. The Foundation retains the donor recommended external investment advisor as long as the advisor is qualified, follows the Foundation’s investment policy, and meets the Foundation’s due diligence criteria.

 

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Your Client's Legacy

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Investment Strategy

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Performance

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Why a Fund?