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