Why Open a Donor Advised Fund at TDF?

  1. Service: Because no two donors are alike, we provide highly individualized service to help you achieve your personal charitable goals.

  2. Efficiency: A fund at The Dallas Foundation is a simple and effective way to put your charitable assets to work and is a convenient and affordable alternative to operating a private foundation.

  3. Professional management: Our highly trained staff will invest your gift for maximum impact - both in the financial markets and in community grants.

  4. Permanence: Your gift will serve the causes you care most about - now and forever. Should the community issues you wish to address become resolved in the future, the Foundation board will preserve the integrity of your fund and redirect grants from your fund to similar causes.

  5. Tax advantages: The Foundation is a public charity, which means your gift qualifies for maximum deductions. Plus you never pay taxes on investment earnings from your fund.

Establishing a fund with The Dallas Foundation is a simple process.

  1. Call Gary Garcia at the Foundation at 214-741-9898 to discuss your goals and ensure that we understand your intentions.

  2. We will prepare a simple fund agreement for your signature.

  3. After the agreement is signed, you may  transfer assets to the fund, and begin making gifts to the charities of your choice.

Fund Minimums

The minimum amount to open a donor advised fund is $10,000.

Explore the types of funds available at The Dallas Foundation