HIGHGROUND ADVISORS, TAKING YOU HIGHER

For nearly a century, HighGround Advisors has protected and grown the assets of nonprofit organizations, churches and charitably minded individuals dedicated to transforming lives. We offer comprehensive services in investment and asset management, charitable gift planning and matters unique to tax-exempt organizations and the individuals who support them. We handle the details, so you can focus on moving mountains. Our Promise to you: We Protect your mission. We Strengthen your calling. We Grow your legacy. Protect. Strengthen. Grow.

Whether it’s fund management, minerals management or real estate management and strategies, our staff works with you to develop tailored solutions to meet your investment goals.

Operating within the framework of each donor’s objectives and needs, we facilitate the gifting of diverse assets, including cash, securities, real estate, minerals and closely-held business interests, through various giving solutions, such as donor-advised funds, bequests, gift annuities and charitable remainder trusts.

We provide a broad range of account support services, such as sub-accounting, consolidated reporting and audit support, so you can focus on furthering your mission.

FEATURED BLOG POSTS

New Year, New Legislation, New Giving Opportunities with QCDs

January 12, 2023 - Are you maximizing your charitable giving in retirement? A qualified charitable distribution (QCD) is one way to do just that, and since recent legislation has expanded QCDs, now is a good time to take a fresh look at this uniqu ... Read More

PREDICTABILITY DURING UNCERTAINTY: U.S. TREASURY LADDERS

December 19, 2022 – Have you ever wondered if there is a way to improve the return on your nonprofit’s invested operating reserves with minimum risk and ample flexibility? In this market, some investors may benefit from building a shor ... Read More

DAF: A Giving Strategy That Checks All The Boxes

December 8, 2022 - In a recent blog post, we reviewed the latest donor-advised fund (DAF) growth statistics and considered the chari ... Read More

The 2022 DAF Report Is Here

December 6, 2022 - National Philanthropic Trust (NPT) recently released its 2022 Donor-Advised Fund Report, which captures data from the 2021 fiscal year of ne ... Read More

END-OF-YEAR GIVING WITH NON-CASH ASSETS

December 2, 2022 – December is here, and holiday gift-giving is upon us. Some of us finished buying gifts for family and friends weeks ago and now have them beautifully wrapped under the tree. Others of us have only just begun Googling &ldqu ... Read More

Upcoming Events

Dallas Estate Planning Council Meeting Apr 06
Texas Baptists Golf Classic Apr 24
DFW Philanthropy in Action Conference Jun 16

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Those We Serve

"First Denton’s mission is to be changed people, changing lives through Jesus Christ and it is refreshing to have a financial partner that strengthens our mission through asset management and donor stewardship while still embracing our Christian faith and beliefs. The staff of HighGround Advisors provides great support with sound investment and charitable giving advice.”

Jeff Williams

Senior Pastor, First Denton

"We are excited to partner with HighGround to manage and grow Pine Cove’s assets in order to further develop our effort to provide gospel-centered camping experiences to children across the nation. HighGround embraces our mission and understands our vision for the future."

Reed Livesay

President & CEO, Pine Cove

"Baylor University and HighGround Advisors have had a strong partnership for decades. HighGround Advisors continues to provide outstanding professional support to Baylor's Office of Gift Planning with integral planned giving services. Their expertise with qualified charitable gift annuities and charitable trusts has been an invaluable service to Baylor and our constituents. They have also effectively met the needs of many of Baylor's alumni and friends with trust services through HighGround Trust Company. Baylor proudly considers HighGround Advisors our friends and a significant part of our team."

Larry Smith

Retired Assistant VP for Gift Planning, Baylor University

"Children At Heart Ministries envisions hope and a promising future for all children and families. The talented staff at HighGround Advisors strengthens our efforts to achieve that vision through asset management, donor stewardship, charitable estate planning services and so much more. We truly value the partnership we share and are grateful for the quality of support and the friendship of HighGround Advisors."

Todd Roberson

President & CEO, Children At Heart Ministries

"HighGround Advisors is our go-to financial services provider. They have given wise, Christ-honoring counsel and demonstrated professional, expert management of our assets since the inception of the ministry. Our partnership with HighGround is a true blessing."

Jeff Byrd

President & Co-Founder, Denison Ministries

"HighGround has been an integral part of the success of the Texas Tech University System’s gift planning program for two decades. They have the technical expertise and experience but more importantly, they have great people that make them a trusted advisor and partner."

Byron Kennedy

Vice President for Advancement, Texas Tech University

"I've known about HighGround Advisors for years, but it wasn't until recently that I realized they could facilitate a gift that would allow my family to use our blessings to fund our charitable giving throughout retirement. Since establishing our donor-advised fund, HighGround has managed to exceed my expectations with every facet of service. Their values, responsiveness and level of personalization have provided the perfect, tailor-made solution for our family."

Mike Williams

Retired President & Founding CEO, Community Hospital Corporation

"We are excited to partner with HighGround to manage and grow the foundation’s assets in order to support initiatives such as the Texas Rangers MLB Youth Academy. The personnel on their team are investment professionals, yet they also understand the mission-centric nature of our work."

Karin Morris

Executive Director, Texas Rangers Baseball Foundation

"HighGround’s trust and legal professionals serve as a trusted gift planning resource as we work with our donors to structure complex gifts, whether outright or planned. It’s good to have a strong partner to discuss the latest giving solutions, charitable tax implications and issues relating to nonprofit law."

Cynthia Krause

Vice President, Baylor Scott & White Dallas Foundation

"HighGround Trust Company has been a terrific partner for the UNT Foundation. Their well-structured service offerings, responsiveness to client needs, depth of expertise and professionalism have contributed significantly to our foundation's capabilities to serve and support our highly-valued donors."

Michael A. Mlinac

President & CEO, UNT Foundation, Inc.