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Gift Acceptance Policy

Gift Acceptance Policy

The Foundation can accept a wide array of assets, including:

  • Cash
  • Marketable Securities – Examples include stocks, bonds, and mutual funds. The Foundation accepts both traditional stock transfers and gifts through DonateStock.
  • Closely Held Securities and Other Business Interests – Examples include interests in partnerships and limited liability entities.
  • Digital Assets – Examples include cryptocurrency and NFTs. The Foundation accepts digital assets through The Giving Block.
  • Real Estate
  • Oil, Gas and Mineral Interests
  • Tangible and Intangible Personal Property – Examples of tangible personal property include jewelry, antiques, rare books, art, and boats. Examples of intangible personal property include royalties, patents, and copyrights.
  • Life Insurance
  • Retirement Plan Assets

All potential gifts will be assessed based on the Foundation’s Gift Acceptance Policy Statement and will be accepted at the Foundation’s discretion.

Join Our Philanthropic Community Today

Driven by shared values and traditions, become part of a vibrant community of philanthropists dedicated to sustaining and enhancing the community throughout Texas.

Create a FundContact Us

Byrna & Joe Funk Family Philanthropy Center
12222 Merit Drive | Suite 450
Dallas, Texas 75251

info@www.southwestcf.org
Phone: (972) 645-1030Fax: (972) 645-1029

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