The Dallas County Foundation works closely with professional advisors (attorneys, accountants, financial planners, bankers, and life insurance representatives) to help their clients realize their charitable objectives and personal interests. The Dallas County Foundation helps to integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.
As a professional advisor do you ask yourself, “How can I recommend charity without recommending a charity?" The answer is simple. Talk to your clients about giving through Dallas County Foundation
Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma:
You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.
Fortunately, there’s a simple solution. It’s your local community foundation, the Dallas County Foundation. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. The Dallas County Foundation offers a variety of giving options — including the ability to set up a charitable fund in your client’s name. It’s just one way Dallas County Foundation can help you help your clients achieve their charitable goals.
There is so much more we would like for you to know. We invite you to contact us we look forward to working with you to help you help your clients achieve their charitable giving goals.
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Dress to Work helps low-income individuals transition out of underemployment by providing career training, mentoring, and professional attire. Like many nonprofits, it struggles to cover operating expenses. Over the years, several of its volunteers have offered to contribute gifts of appreciated stock or real estate, but Dress to Work did not have the ability or expertise to accept those types of gifts. Executive director Jenny Pike says, “We simply didn’t have the sophistication to handle some kinds of gifts. It was so frustrating to turn away willing donors.” As a result of establishing the Dress to Work Designated Fund at its local community foundation, the organization has added the ability to accept large and complex gifts. Plus, it was able to develop a planned giving program and a permanent endowment, providing a regular stream of support and leaving the management and reporting to the community foundation.
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By establishing an Affiliate Community Foundation Fund, your community is able to develop a vehicle to receive donations and bequests to benefit your community in perpetuity. By working with a host community foundation, this allows the affiliate community to focus on raising the funds and deciding charitable use for the income of their fund, while relying on the host community foundation to handle the administration, investment and the daily tasks to maintain their “foundation”.
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Establishing a Designated Fund allows you to support the good work of a specific nonprofit organization - a senior center, museum, your church, or virtually any nonprofit charitable organization. Because it's given through your community foundation, your gift provides the organization you select not only funding, but planned giving and investment management services and the power of endowment.
Nonprofit organizations can also establish a Designated Fund or agency endowment at the community foundation. It's a simple and efficient way to build an endowment - and help create sustainability - for your nonprofit organization. The community foundation's experienced staff can also help your organization develop planned giving programs and assist with investment management and administrative details.
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A personal approach to giving. Establishing a Donor Advised Fund allows you to make a gift to your community foundation then remain actively involved in suggesting uses for your gift. You can work with the community foundation's professional program staff to suggest ongoing uses for the fund - targeting the issues you care about most. Grant awards are issued to charities in the name of the fund (or anonymously if you prefer). It's a simple, powerful and highly personal approach to giving.
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By establishing a Field of Interest Fund, you can target your gift to address needs in an important area of community life. Arts. AIDS. Aging. At-risk youth. You identify your personal interest area when making your gift; our board awards grants to community organizations and programs that are making a difference in the area you select. Your gift stays flexible enough to meet community needs in your interest area - even as they change over time.
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In creating a Scholarship, you invest in your community's future and show students you care. Your community foundation provides the expertise to help you meet your personal goals and awards Scholarships to deserving students. Your gift can help students - from preschool to postgraduate - achieve their lifetime dreams.
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A Supporting Organization is an excellent alternative to a private foundation - with only a fraction of the administrative responsibilities. You select some of the board members, maintain personal involvement, and support the causes you care about most while enjoying the favorable tax treatment of a public charity. Leave investment management, startup costs, grant administration, and reporting to your community foundation.
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When you establish an Unrestricted Fund, your gift can address a broad range of local needs - including future needs that often cannot be anticipated at the time your gift is made. We evaluate all aspects of community well-being: arts and culture, economic development, education, environment, health and human services, neighborhood revitalization, and more. The flexibility of your unrestricted gift enables your community foundation's program experts to respond to the community's most pressing needs, today and tomorrow..
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