Pet Project

Russell and Phoebe Perry were more than animal lovers. Mr. and Mrs. Perry believed deeply in the fair treatment and care of animals and wanted to do everything they could to help those in need. With no children of their own, Mrs. Perry’s goal was to use their resources, both during their lifetimes and after, to help as many animals in North Texas as they could. Russell and Phoebe set up charitable funds at Communities Foundation of Texas to ensure that their money would be able to do the most good. The Perrys were able to work closely with Communities Foundation of Texas and their CPA, John Solana, to ensure that their passion turned into real change during and far beyond their lifetimes.

“Phoebe really was a guardian angel for animals in North Texas.” – James Bias, President of SPCA of Texas.

Phoebe approached every giving opportunity with insight, perspective, compassion and careful scrutiny.  After Mr. Perry died in the late 1980s, Phoebe wanted to make sure that their giving continued after her lifetime as well. Nothing gave Mrs. Perry more joy than seeing her gifts used in a responsible way and Phoebe was able to revisit her CFT fund agreements many times throughout the years as her giving needs changed. “Since Communities Foundation of Texas has no charge for agreement revisions, Mrs. Perry was able to add to and adjust her funds as often as she liked,” stated John Solana, Phoebe’s long-time financial advisor.

The Perry’s planned their deferred giving to include traditional vehicles as well as an IRA. Thanks to Mr. and Mrs. Perry’s thoughtful planning, the causes that they cared about will continue to benefit through their funds at CFT. This will allow their legacy of generosity to continue for years to come.

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Geri Jacobs

Author: Geri Jacobs

Director of Charitable Gift Planning at Communities Foundation of Texas

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