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We’re here to help.

Whether you are an attorney, wealth manager, financial planner, or other advisor, Austin Community Foundation can be a resource for you and your clients. We’re here to help you provide thoughtful solutions to meet your clients’ charitable giving needs.

"When I can help my client with their philanthropic goals, it strengthens our relationship. I know when I send a client to Austin Community Foundation they will get the help they need to do good things."Fred Frey, ML&R Wealth Management
 

Solutions for your clients:

 

Financial planning
  • Appreciated assets
  • Family changes
  • IRA beneficiary
  • 3rd party investment management
Gift planning
  • Philanthropic advising
  • Family foundation alternative
  • Donor advised fund
  • Endowments
  • Scholarship
  • Memorial fund
Estate planning
  • Charitable bequest
  • Charitable gift annuity
  • Charitable lead trust
  • Charitable remainder

Learn more about how we can help your clients

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How to talk about bequests

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Common Concerns