Dallas Foundation

A Guide to Charitable Giving Through Your Estate

Make What Matters Part of Your Estate Plan

Learn how a charitable gift through your estate can reflect your values, support the people and community you care about, and create lasting impact in Greater Dallas.

Kelsey Picken, Ph.D.

Senior Director of Legacy Giving
kpicken@dallasfoundation.org

In This Guide, You Will Learn:

  • How charitable giving can become part of an estate plan
  • Ways to support specific organizations, broader causes, or the future needs of Dallas
  • How endowed and spend-down funds create different kinds of impact
  • How to involve family members or other successors
  • Questions to discuss with your attorney, CPA, or financial advisor
  • How to use the included worksheet to put your intentions into words
Request the Guide

What Sets Us Apart

Personalized Guidance

Legacy giving is deeply personal. Our philanthropic advisors take the time to understand your values, explore the causes that matter most to you, and create a giving plan that reflects your vision.

Deep Community Knowledge

Our team brings firsthand knowledge of local needs and nonprofit organizations, helping you identify meaningful opportunities to make a lasting impact in Dallas and beyond.

Flexibility and Privacy

Your priorities may change over time, and your legacy plan can change with them. You can update your intentions directly with our team and choose whether your gift is recognized publicly or remains anonymous.

Support for Generations

We help families define shared values, engage future generations, and create a clear plan for carrying their philanthropic legacy forward. Legacy donors are also welcomed into a community of like-minded individuals through special events, educational opportunities, and ongoing connection.

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