An Overview for Professional Advisors

You stay in control of your client relationships, while we provide a full range of services to your clients.

Professional advisors of all kinds – attorneys, accountants, estate planners, and others – play a vital role in helping grow philanthropy.

The Dallas Foundation wants to be a resource for you as well as a philanthropic partner for your clients.

Learn more about:

The Giving Counsel newsletter is produced by The Dallas Foundation for the benefit of professional advisors.

Maximum Benefits

As a public charity, we offer maximum federal and state tax benefits. We can tailor giving plans to meet your clients’ particular needs, and starting a fund at a community foundation is easier and significantly less expensive than starting a private foundation.
We help your clients donate a variety of assets, from cash and appreciated stocks to real estate and more complicated assets. We can accept these assets as a gift during your client's life or as part of an estate plan.

Our staff has deep knowledge about this community. We can help your clients be as effective as possible in their giving.
We help you connect across generations. We are passionate about helping people establish and maintain a charitable legacy for their children and grandchildren.
We have an outstanding reputation for integrity and service to donors. Our staff is skilled in working to accomplish solve complex gift situations. We value confidentiality and can offer anonymity when wanted.

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