The Change Engine
Provided by Communities Foundation of Texas
This program teaches financial advisors how to help their clients donate money to good causes. Advisors learn about different ways to give that can also save money on taxes. The foundation handles all the paperwork so advisors can focus on helping their clients make a positive difference.
Who can use this
Professional advisors including estate planners, accountants, wealth managers, and attorneys
Cost
Not specified
Houston, TX
Communities Foundation of Texas is dedicated to building thriving communities by inspiring philanthropy and fostering impactful giving for lasting change.
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GiveWisely® is a free course that helps people and families create a smart giving plan. You'll learn to discover your core values and what causes matter most to you. The course teaches you how to choose charities that match your goals and how to budget for giving. Sessions can be 45 minutes or longer workshops. They're available online or in person. The course covers finding your values, checking if charities are effective, understanding your giving style, making a giving budget, and staying focused on your goals. Free for CFT fundholders, customized sessions available for others.
This is a free 7-month group where financial advisors, lawyers, and nonprofit workers learn together about helping people give money to good causes. The group meets on Monday afternoons to study and make professional connections.
Communities Foundation of Texas helps people, families, and businesses give money to causes they care about. They have experts who help you create a giving plan, decide what to donate, and build a legacy that lasts forever. They can help you open different types of funds, give assets like stocks or crypto, and make sure your donations have the biggest impact. They also offer special programs like GiveWisely to help you discover your values and North Star Services for dedicated guidance. With over 70 years of experience, they make giving easy and help you get tax benefits while supporting your favorite causes.
Communities Foundation of Texas helps people and businesses give money to causes they care about. They accept many types of donations like cash, stocks, real estate, vehicles, and art. You can give money now or set up gifts in your will. They help you create your own fund or donate to existing funds that support scholarships, disaster relief, and community projects. Their experts help you make a plan for giving that matches your goals and values.
This company gives accounting businesses special computer tools to learn about nonprofits and find new nonprofit clients. The tools help accountants understand how nonprofits spend money and create better business proposals.
This program teaches people who help others with money how to guide their clients in giving to charities. The training shows advisors how to help people find good causes they care about and give money in ways that save on taxes.
Do not wait. The time will never be just right. Start where you stand, and work whatever tools you may have at your command and better tools will be found as you go along.
Napoleon Hill