The Fall Advisor’s Breakfast

On October 27, 2022, we hosted a room full of Houston’s top professional advisors to help them learn more about innovative charitable strategies using donor advised funds. The program started with a welcome from Jen Strauss, a partner at Ytterberg Deery Knull and a member of the Advisor Outreach Committee at Greater Houston Community Foundation.

Attendees heard from Andrea Mayes, Senior Director of Charitable Solutions at Greater Houston Community Foundation, where she shared some data and reasons for how donor advised funds are among the fastestgrowing forms of giving. Two of Greater Houston Community Foundation’s leadership team members, Rebecca Hove, Managing Director of Strategic Philanthropy, and Jennifer

Touchet, Vice President of Personal and Family Philanthropy shared examples of innovative charitable strategies implemented in partnership with professional advisors for their clients. The program closed with a legislative update from Greater Houston Community Foundation’s General Counsel, Pooja Amin. Amin shared more about the Community Foundation Awareness Initiative and details about the Accelerating Charitable Efforts Act’s (ACE Act) spotlight on donor advised funds.

Donor Case Studies

The team presented a handful of examples where Greater Houston Community Foundation utilized Donor Advised Funds as innovative charitable solutions for donors:

Sunset of Private Foundation to an Endowed Donor Advised Fund

Philanthropic and Compliance Support for Family Office

Environmental, Social, and Governance Investing with Third Party Management

Charitable and Estate Planning Utilizing Privately Held Business Interests

Multi-generational Stewardship and Family Legacy

Greater Houston Community Foundation has deep experience helping Houston’s top advisors connect their clients with philanthropic services designed to ensure their funds go further and that their unique giving goals are met. A special thanks to our Advisor Outreach Committee and our Emerging Leaders Group for your continued partnership in helping make a greater philanthropic impact in Houston.

Advisor Outreach Committee

CHAIR: KAREN COSTA, RSM

Lauren Doughty, Locke Lord LLP

Nick Erwin, U.S. Capital Advisors

Brandon Holcomb, Goldman Sachs & Co. LLC

Bobby Boswell, Avidian Wealth Solutions

Rachel Brown, U.S. Capital Advisors

Julie Cotuno, U.S. Capital Advisors

John Elkins, Ytterberg Deery Knull LLP

Emerging Leaders Group

Brian Friday, Goldman Sachs & Co. LLC

David Galic, JP Morgan

Courtney Garson, JP Morgan

Jennifer Klein Strauss, Ytterberg Deery Knull LLP

Tama Klosek, Klosek & Associates PLLC

Charlie Schwartzel, J.P. Morgan Private Bank

Kyle Wright, Stardust

Warren Knull, Ytterberg Deery Knull LLP

Olivia Rousseau, Locke Lord

Ryan Staff, RSM

Chayden Tibbitts, JP Morgan

Andrew Wagnon, RSM

My time on the board has really caused me to appreciate the depth of knowledge and expertise we have in residence at Greater Houston Community Foundation. The Foundation has helped to increase my vision and understanding of philanthropy. The other area that I appreciate so much as a tax professional is how caring and helpful the Foundation’s team is to our professionals in the community. The Foundation provides such a needed resource to our advisor community, and I encourage our professional advisor community to reach out to the Foundation for advice, input, and assistance with philanthropic planning for clients. Greater Houston Community Foundation can provide so much assistance to the advisor community in terms of problem-solving and sophisticated planning assistance.

– TOMMY WRIGHT, Private Client Services, RSM US, LLP, Board Member at Greater Houston Community Foundation

WE WELCOME THIRD-PARTY INVESTMENT MANAGEMENT

At the Foundation, you can continue to manage your client’s investments when they open a fund with $500,000 or more. Ready to help your clients make deep impact in our community?