At a Glance 2012

The Dallas Foundation is a nonprofit publicly supported community foundation. Since 1929, its sole purpose has been to help donors create charitable funds that reflect their interests. As the oldest community foundation in Texas, we look forward to helping others serve their philanthropic objectives, now and in the years to come.

Although we are a Dallas-based community foundation, The Dallas Foundation works with many donors outside the area to make grants to charitable organizations around the United States and the world.

How The Dallas Foundation Can Help

2012 - Grant Allocations

The Dallas Foundation can help navigate through discussions of charitable giving, meet with advisors and their clients to help clarify personal philanthropic goals, facilitate family meetings about giving, or discuss complicated gifts. We also provide:

• Education on charitable giving vehicles
• Flexibility and tax advantages that surpass those of private foundations. Because we are a public charity, gifts to The Dallas Foundation receive an immediate tax deduction
• Timely, discreet, accurate advice and assistance to professionals helping clients through a planning process
• Efficient, responsive, individualized service. In some situations, donors have opened advised funds with The Dallas Foundation within one day of their initial contact with us
• Assistance with bequests and estate planning
• The option to give anonymously
• Coordination of local site visits to nonprofit organizations
• Information on local and national philanthropic trends, emerging and emergency community needs

How You Can Make a Gift

• Outright Gifts
  
  Give cash, stocks, real estate or other assets.
• Bequests
  
  Designate a portion of an estate.
• Charitable Lead Trust
  
  Trust distributes to a fund at the community foundation a fixed amount for a number of years and then assets go to beneficiary named by donor.
• Charitable Remainder Trust
  
  Trust pays beneficiary for life and then assets transfer to community foundation.
• Life Estate Contract
  
  Donor transfers home to community foundation and still enjoys use while living.
• Retirement Accounts
  
  Donor designates payment to a community foundation and avoids income that is generally considered taxable by the IRS.

Giving Through The Dallas Foundation

Donors can establish a fund in their name, in a family’s name, or in the name of any person or organization they wish to honor.

Grants distributed from a donor’s fund are awarded in the name of their fund. This person or organization will always be remembered and linked to good works in our community.

The Dallas Foundation has six different kinds of funds:

• Advised funds (also known as donor advised funds) are typically established by donors who wish to be actively involved in philanthropy. Some donors set up advised funds with family members as the donor advisors. Our donor advisors have the right to recommend gifts from the funds.
• Scholarship funds provide financial support for students at any level of education, or fellowships for people who wish to further their professional development.
• Designated funds benefit a specific agency or agencies.
• Agency funds established by an agency provide support for an agency’s operations.
• Field of interest funds benefit a defined area of charitable activity or a certain group of people.
• Community Impact fund benefits the Dallas community at large in the areas of the arts, education, health, and social services.

A Financial Spotlight - 2012

The Dallas Foundation has provided cumulative grants of more than $400,000,000 to more than 3,000 nonprofit organizations.

The Dallas Foundation further strives to keep operating costs to less than 1% of assets. For the year ending December 31, 2012, the operating budget represented 0.86% of the average market value of our total assets.

Investment Options

The Dallas Foundation recognizes that no single investment plan can meet every donor’s needs. That’s why we offer a variety of investment options, designed for different levels of risk tolerance and investment time horizons, so that each donor can meet his or her unique philanthropic objectives.

If a fund has an asset balance of more than $1 million the donor may request a customized allocation or recommend an outside manager. As with any investment, past performance does not guarantee comparable future returns.

2012 - Number of Funds		2012 - Assets in Funds