Professional
Advisors
Dallas’ leading partner in strategic philanthropy
Our goal is simple: to help you deliver more value to your clients while strengthening the relationships that define your practice.
With deep knowledge of the Dallas nonprofit landscape and a long-standing reputation for trust and stewardship, our Philanthropic Partnerships team acts as an extension of your practice.
What Sets Us Apart
Expertise in Charitable Giving
Strategic guidance from a dedicated team of philanthropic advisors to maximize the impact of every gift. Trusted local expertise ensuring gifts achieve maximum impact in Dallas and beyond.
Acceptance of Complex Assets
Clients often hold non-traditional, illiquid, or complex assets that can be leveraged for philanthropy. We partner with advisors to transform these assets into impactful giving while you maintain financial strategy and your central role as the advisor.
Family Philanthropy & Succession Planning
Your clients expect us to be forward-thinking. We think carefully with you and your clients about succession planning, so future generations can continue to give in perpetuity.
Oversight & Administrative Support
Your clients’ philanthropic endeavors receive careful attention, from honoring their donative intent to managing administrative tasks. We provide comprehensive oversight and support.
Investing for Long-Term Impact
We believe in long-term investments for financial returns and community impact. Our strategies ensure sustainable growth, making clients’ contributions impactful for years to come.
Advisor Insights
Lunch & Learns
Our Lunch & Learns offer advisory teams practical, tailored guidance on charitable planning and complex giving strategies, right in your office. Each session focused on insights you can apply immediately.
Resource Library
Access a curated collection of tools, policies, and guides designed to help advisors facilitate meaningful philanthropic conversations and provide clients with clear, actionable options.
Gift Types
Explore the full spectrum of cash and non-cash assets your clients can use to give, from traditional donations to complex assets, all structured to maximize impact and efficiency.
How It Works
See how our philanthropic advisors partner with you and your clients from first conversations through long-term giving.
Types of Charitable Funds
Flexible Giving Strategies for Every Goal
Every client’s charitable goals are unique. We’re here to guide strategy, streamline administration, and ensure your clients’ giving aligns with their financial, tax, and philanthropic goals.
Donor-Advised Fund (DAF)
Supporting Organization
Designated Fund
Nonprofit Agency Fund
Advisor Managed Fund
Corporate Giving
Field of Interest Fund
Charitable Trusts
Professional Advisor
“The Dallas Foundation is such a valuable partner for clients who want their giving to truly make a difference. Their team provides thoughtful, practical guidance on how to align clients’ individual goals with community needs, charitable structures and grantmaking strategies.”
Jaime Boyles, CFP®
Director of Financial Planning, Partner
Lee Financial
Parter With Us
Connect directly with our philanthropic experts to explore strategies, answer questions, and support your clients’ charitable planning.
Kevin Betancourt
Director of Philanthropic Partnerships
Advisor Expert Hub
Professional Advisor Council
Join an elite community of legal, financial, and tax professionals committed to philanthropic innovation and the advancement of strategic giving in North Texas.
Complex Assets
Insights
Professional Advisor Seminar
Stay ahead of the curve with technical deep dives into legislative changes and advanced tax-optimization strategies for your high-net-worth clients.