What does it actually look like to give wealth away wisely?

In this episode of The Wealth Transfer Podcast, Matt Templeton sits down with Jeri Chambers, Deputy Director at Communities Foundation of Texas, to talk about charitable giving, donor-advised funds, scholarship funds, family philanthropy, and how families can turn generosity into a lasting legacy.

Jeri explains how Communities Foundation of Texas helps donors think through their values, identify causes they care about, and give in a way that is more intentional, more efficient, and more connected to real community needs.

Whether you are considering a donor-advised fund, trying to involve your children in charitable giving, wanting to support a specific cause, or thinking about how your estate can continue giving after you’re gone, this conversation offers a practical look at how philanthropy can become part of your wealth transfer plan.

📅 Book a Free Strategy Session with Real Estate Wealth Advisor, Matt Templeton: https://calendly.com/templeton/strate...

Connect with Jeri Chambers & Communities Foundation of Texas!

📧 jchambers@cftexas.org

📞 (214) 750-4117

https://www.cftexas.org/

🧭 Episode Highlights & Timestamps

[00:01] How CFT helps donors clarify their charitable goals and support the causes they care about

[00:04] The main charitable vehicles available through a community foundation, including donor-advised funds, scholarship funds, designated funds, and cause-based funds

[00:06] When a donor-advised fund makes sense and how it differs from other giving platforms

[00:07] How the Give Wisely process helps families identify their values, passions, and charitable priorities

[00:10] Why appreciated assets may be a more tax-efficient gift than cash

[00:11] How estate-funded donor-advised funds can continue a family’s charitable legacy after death

[00:15] How scholarship funds can be customized

[00:19] Moving from reactive giving to strategic grant-making

[00:21] How community foundations connect donors with urgent local needs

[00:24] The role community foundations play in disaster response and long-term recovery

[00:27] How families can involve children and grandchildren in charitable giving decisions

[00:30] Why donor-advised funds can make charitable giving easier, more efficient, and less overwhelming