Investment Options

Giving Through the Dallas Foundation

Yes, giving through, not to. The Foundation is the tool through which you connect with your charitable causes. We’re here to help you achieve your long-term charitable goals.

The Foundation consists of named funds established by many donors -- individuals, families, corporations, and organizations -- principally for the benefit of the Dallas area. But the Foundation's work is as broad as the interests of the donors who have entrusted their philanthropy to us.

So what should you ask a client interested in giving through The Dallas Foundation?

What would you like to achieve? To give back to the community by creating an endowment to meet its future needs? To ensure that a favorite cause or organization will receive support far into the future? To find a way to involve family members in philanthropy? To remember a loved one in some way?

How would you like to give? Let’s discuss the options: a lifetime gift, bequest, or deferred gift? With cash, stock, real estate, retirement accounts, or other assets? Because we are a public charity, we can offer the most favorable tax treatment possible for your gift.

Then, call The Dallas Foundation. Our professional staff will help you develop a meaningful, personalized giving plan tailored to your interests.

The Foundation exercises strict fiduciary responsibility over all its assets and provides prudent stewardship of donor funds. Because gifts to a community foundation are pooled for investment purposes, you also enjoy the advantage of a diverse portfolio mix that minimizes risk and enhances the likelihood of a maximum return to charity as your gift grows over time.