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Your partner for good.

Estate planners, financial advisors, accountants and attorneys are trusted partners in a unique position to help their clients on their philanthropic journey. With our deep philanthropic expertise, The Dallas Foundation can work alongside you to help create and implement a strategy to meet your clients’ philanthropic goals.

With an outstanding reputation for integrity and donor services, we are proud to serve as a trusted steward of funds and a valuable resource for advisors to enrich the charitable-giving strategies of their clients.

Working with The Dallas Foundation positions advisors to:

  • Deepen relationships with your clients – and their children and grandchildren
  • Provide efficient, flexible and customized philanthropic tools to match your clients’ unique situations
  • Connect you and your clients with personalized educational opportunities, such as our Mary M. Jalonick Women’s Philanthropy Institute or Family Philanthropy Services
  • Access a knowledgeable source about our community’s nonprofit ecosystem and potential philanthropic investments that can make the biggest and best impact, based on your client’s interests

Together, we can help your clients impact the causes they care most about.

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