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.
Who can use this
Complimentary for CFT fundholders; customized sessions available for families, groups, or businesses
Cost
Free for CFT fundholders; contact for pricing on customized sessions
Communities Foundation of Texas is dedicated to building thriving communities by inspiring philanthropy and fostering impactful giving for lasting change.
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.
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.
Most people want to be part of something. They just don't know where to start. That's not a motivation problem. It's a navigation problem.
The Change Lab