Investment Advisor Strategy

A few reasons for area investment advisors to call (830.896.8811) or email Paul Urban to find out more about TCF:

  • Help your client create a charitable legacy
  • Utilize TCF's knowledge of the local nonprofit sector
  • Provide a charitable benefit for your client, now and in the future
  • Build a mutually beneficial relationship between the client, investment advisor and TCF

This strategy for partnership with The Community Foundation provides a donor the option to maintain their charitable portfolio with an investment manager of their choice when the value of the endowment fund is $250,000 or more.

Each fund is assessed an administrative fee by The Community Foundation at the end of each quarter, based on the average balance of the fund for the last 12 quarters of the reporting period.

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How Can I Donate?

Looking to make a donation to a strong cause or organization? TCF serves as the premiere conduit and catalyst for charitable donations. Visit our "Contribute Online" page for help.

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Learn More About TCF

Since 1982, Texas Hill Country residents, nonprofit organizations and businesses have entrusted TCF to make their philanthropic giving effective and meaningful.

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Engage in our Community

The Community Foundation strives to empower individuals and agencies to positively and profoundly impact our region through collaboration and shared solutions.

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