Access practical guidance to help clients incorporate charitable giving into their estate plans while creating a lasting legacy for the causes and communities they care about.
Kelsey Picken, Ph.D.
Senior Director of Legacy Giving
kpicken@dallasfoundation.org
We work alongside estate and trust attorneys to help clients translate their charitable goals into thoughtful legacy plans. Our team provides philanthropic expertise while respecting the trusted relationships you have built.
Clients can establish a legacy plan that reflects their current wishes while retaining the flexibility to revise charitable beneficiaries and priorities over time without repeatedly updating their estate documents.
Our philanthropic advisors bring deep knowledge of Greater Dallas, community needs, and effective nonprofit organizations. This insight can help clients create plans that are both personally meaningful and responsive to future needs.
The Dallas Foundation provides continuity across generations, helping ensure each client’s charitable intent is understood, documented, and carried forward. We can also support family conversations, successor engagement, privacy preferences, and ongoing grantmaking after a client’s lifetime.