Community Service
Professional Advisor Partnership Services
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.
Details
EligibilityProfessional advisors including estate planners, accountants, wealth managers, and attorneys
FeesNot specified
“The secret of happiness, you see, is not found in seeking more, but in developing the capacity to enjoy less. ”
— Socrates.Related
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The Change Lab 2025 Annual Report: Building Civic Infrastructure Through Community Connection
“ THE CHANGE LAB A community of practice 2025 ANNUAL REPORT THE CHANGE LABthechangelab.net · A fiscally sponsored project of Impact Hub Houston · Page 1 of 2 We connect by serving and learning toget...”
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Social Connection in America: 2025 Survey Report on Community Bonds and Well-Being
“ 2025 Survey Report About This Project This survey will catalyze a broad and lasting impact—transforming how we define, prioritize, and support social connection in America. This survey is led by D...”
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How to Give Different Types of Gifts to Help Houston CharitiesThe Greater Houston Community Foundation helps people donate money and other valuable things to help their community. You can give cash, stocks, real estate, business shares, art, jewelry, life insurance, or retirement money. Each type of gift has different tax benefits. Some gifts help right away, while others help after you pass away. The Foundation works with donors to pick the best way to give based on their money situation and what causes they care about. They accept many different types of donations so people can give in the way that works best for them. You need to follow IRS rules to get tax deductions for charitable gifts. The Foundation has advisors who help people understand their options and make the biggest impact with their giving.
Student Debt Crisis Affects Young Adults More Than EverYoung adults today face much more student debt than their parents did. In 1989, only 15% of young households had student debt. By 2019, that number jumped to 41%. The amount of debt is also much higher - from $13,074 in 1989 to $47,608 in 2019, which is nearly four times more money. More young people are going to college now, which is good. But with debt levels rising and wages staying mostly the same, many young adults worry they won't do as well financially as their parents. This website explains how student debt affects the whole economy and encourages young people to get involved in civic activities to help solve this problem. The Up to Us organization wants students to learn about fiscal policy and take action through pledges, competitions, and leadership programs.
Understanding the US National Debt: What It Means for YouThe US national debt is the total amount of money the federal government owes, which is now over $31.5 trillion. This comprehensive guide explains what the national debt is, how it got so big, and what it means for everyday Americans. The debt has grown because the government spends more money than it takes in through taxes, especially during major events like wars and the COVID-19 pandemic. The guide breaks down how the debt is measured, explains the difference between debt and deficit, and discusses the debt ceiling. It also covers the consequences of high debt, including how it can affect interest rates, government spending on programs, and economic growth. The article explains that high debt can lead to higher costs for things like home loans and may reduce government funding for important services. It provides historical context showing how the debt has grown over time and discusses potential solutions like raising taxes or cutting spending. The guide is designed to help people understand this complex topic and get involved in civic discussions about fiscal policy.
How National Debt Affects Your Money and Job FutureThe Up to Us organization teaches young people about how the national debt affects their economic future. The national debt is the money our government owes, and it could make families earn $16,000 less by 2047. Young adults today face record high student debt, with 42% of people aged 25-34 owing money for college. This makes it harder to buy homes and build wealth. The organization offers programs to help students understand these money issues and take action. They teach civic engagement skills so young people can hold government leaders accountable for fiscal policy decisions. Students can take a pledge, join campus competitions, attend leadership bootcamps, and learn how to influence policy. The goal is to empower the next generation to advocate for better financial policies that will protect their economic opportunities and create a brighter financial future.
Similar Services (6)
All servicesGiveWisely® Charitable Giving CourseGiveWisely® 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.CAP Study Group for Financial AdvisorsThis 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.Charitable Giving and Fund Management ServicesCommunities 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.Charitable Giving and Fund Management ServicesCommunities 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.Nonprofit Data Tools for Accounting FirmsThis 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.GiveWisely for Advisors TrainingThis 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.
The Journey
32 connected resources across 5 levelsTrail depth
Level 1
Get CuriousRead, watch, explore3 resourcesLevel 2
Find Your PeopleMeet orgs, neighbors, groups11 resourcesYou are hereOrganizationBerkeley Community FundBerkeley Community Fund gives money to groups that help people in their community. They support projects that make neighborhoods better and help people learn new skills to improve their lives.
OrganizationDollar BankDollar Bank helps people with their money needs like checking accounts, savings, and loans. They offer banking services to help you manage your money safely and grow your savings.
OrganizationBuilding Opportunities for Self-SufficiencyThis organization helps people learn job skills and build careers so they can support themselves and their families. They offer training programs and support to help people find good jobs and become more independent.
+8 more at this levelLevel 3
Show UpEvents, meetings, volunteeringWe are building resources for this level
Level 4
Go DeeperTraining, sustained involvement16 resourcesLevel 5
Make Your MoveAdvocacy, organizing, creating2 resources