Dallas Foundation

Family
Philanthropy

Give together. Impact forever.

Giving together as a family can be one of life’s most rewarding and enriching experiences. It offers a way to strengthen bonds across generations, pass down values, and create a legacy that reflects what matters most to you. But meaningful giving also requires intention, open conversations, and thoughtful planning.

Through personalized support, we guide families in developing a shared philanthropic vision, identifying causes that align with their values, and designing a structure that invites all voices to the table.

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

Programs

Our Services Span Generations

Mission and Values Statements

Strategic Planning

Annual or Semi-Annual Meetings

Customized Nonprofit Research

Grant Review and Evaluation

Storytelling

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, Senior Director of Gift Planning and Family Philanthropy.

Kim Montez

Senior Director of Gift Planning and Family Philanthropy
kmontez@dallasfoundation.org

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