Professional Advisors

Let’s work together to meet your clients’ needs.

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 add our expertise to yours to ensure that your client makes educated decisions while selecting from a full range of charitable solutions.

You know your clients. We know philanthropy.

Why work with us?

As a place-based foundation, we can provide your clients with local expertise in Austin’s philanthropic landscape
Gain access to our long-term investment pools, with the option to retain asset management for accounts larger than $500,000
Our status as a public charity provides maximum tax advantages under federal law
We accept a wide variety of assets that other charities cannot
We can facilitate simple or complex forms of giving
Our flexible and highly personal giving solutions strengthen your client relationships

There are many advantages to partnering with us and in most cases our annual fee is more affordable than the costs of a private foundation. One fee covers all of our services.

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 lead trust
Charitable remainder trust

Discover more charitable solutions

The community foundation advantage.

Since 1977, Austin Community Foundation has helped individuals, families and businesses make a meaningful, lasting impact in their community and beyond.

		


Austin Community
Foundation
Commercial
Donor Advised Fund
Private
Foundation

Highest charitable tax deduction
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No excise tax
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No minimum payout
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✓
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Flexible complex gift acceptance
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Impact investment option
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Personalized service & local knowledge
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Support for your strategic grantmaking
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Educational and networking opportunities
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	Austin Community Foundation	Commercial Donor Advised Fund	Private Foundation
Highest charitable tax deduction	✓	✓	–
No excise tax	✓	✓	–
No minimum payout	✓	✓	–
Flexible complex gift acceptance	✓	–	✓
Impact investment option	✓	–	–
Personalized service & local knowledge	✓	–	–
Support for your strategic grantmaking	✓	–	–
Educational and networking opportunities	✓	–	–

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 Maslow Wealth Advisors

Learn more about how we can help your clients.

Review our one-pager.

Download

Discover how to talk about bequests.

Get helpful bequest language for a variety of legacies.

Download

Advisor resources

Giving all or part of real estate that has appreciated in value to the Foundation will eliminate or reduce capital gains taxes and can replace less efficient charitable giving. We accept gifts of real estate through our supporting organization (Charitable Holdings II) and transfer their value to your client’s fund when they have been sold. Your client can even continue or begin to receive lifetime income from their gift. They will have the satisfaction of giving to one or more charities (in Austin or beyond) immediately, during their remaining lifetime, and even creating a legacy that lasts forever.
By opening a donor advised fund, your client locks in their tax deduction for the current year and can take time to set their charitable goals and enjoy their giving.
What are they passionate about? How do they want to be remembered? A bequest to Austin Community Endowment will help take care of our community forever.
The Foundation can accept almost any type of asset to help you set up a charitable fund.
Learn more
We use long-term investment strategies to ensure that philanthropic dollars donated by generous Austinites last forever while also making available the maximum amount possible for grantmaking every year. However, we understand the value of long-term relationships. Your client can create a fund at the Foundation and retain your investment management.
Contact our team to learn more
Our team would be happy to answer any questions you may have about your client’s specific needs. Email us or call 512.472-4483.