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Family Philanthropy: Philanthropy by Design

Giving together as a family can be an uplifting, rewarding experience. But it also takes some planning. Even the most philanthropically inclined families must think about when, to whom, how and how much to give. Whether your family consists of two or twenty, one generation or several, The Dallas Foundation can design a suite of family-focused services tailored to your unique situation. Let us help guide the conversations, help you identify values and priorities and, ultimately, impact the causes you care most about.

Our team of philanthropic advisors are trained to navigate each family’s specific needs, from multiple meetings with individual family members to large meetings with entire families and their professional advisors. We provide resources, expertise and support to transform your values into effective giving that makes a lasting impact on the causes most important to you. How much support and guidance you want is up to you – and your family – to decide.

Family Philanthropy is an easy and natural way to open the discussion with the Next Generation on family values, inherited wealth, family legacy and succession.

-National Center for Family Philanthropy


Our Services Span Generations

Mission and Values Statements

Strategic Planning

Annual or Semi-annual Meetings

Customized Nonprofit Research

Grant Review and Evaluation


Volunteer Opportunities

Legacy Planning

Educational Events


Your family’s philanthropic journey starts here.

For more information or to schedule a time to meet, please contact Kim Montez, Director of Gift Planning and Family Philanthropy.

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