The Wealth Transfer Podcast · 2026-07-07 · 32 min
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:
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