Professional Advisors Seminar
This year's Professional Advisors Seminar, "Tax Changes Affecting Estate Planning and Charitable Giving", provides an invaluable networking opportunity with advisors that take advantage of new information about emerging techniques in areas of charitable and planned giving and estate and tax planning. Attendees enjoy a lavish breakfast and receive continuing education credits in their field. Now in its 24th year, this Professional Advisors Seminar will begin at 7:30am on Thursday, September 26, 2019 at the Westin Galleria.
This year, the Foundation is pleased to welcome Ronald D. Aucutt, Senior Fiduciary Counsel with Bessemer Trust. Ron’s career has focused on planning and controversy matters involving the estate, gift, and generation-skipping transfer taxes, the income taxation of trusts and estates, and the rules regarding tax-exempt organizations and charitable contributions. He advises lawyers and other professionals on tax planning and controversy issues and is experienced in resolving tax issues through rulings from the Internal Revenue Service’s National Office. He has contributed to the formation of tax policy through legislation and Treasury regulations and has served as an expert witness in estate and gift tax matters.
Click here to register for the 24th Annual Professional Advisors Seminar
2019 Unsung Heroes
Most people do not realize that nearly half of our funds under management are owned by nonprofit organizations. The Foundation concentrates on managing the funds of these nonprofits so they can concentrate on the important services they provide. Since our nonprofits do such meaningful work, we created a project to recognize the people behind-the-scenes make these organizations so impactful. All of our custodial agencies are invited to participate in this Fall’s “Unsung Heroes".
This is a voluntary opportunity for an agency to recognize a staff person or volunteer* that is not generally seen but is a driving force in your agency. Nonprofit agencies cannot survive without financial resources, but we also know agencies cannot survive without the lifeblood & dedication from staff -- especially those behind-the-scenes. Together, we will recognize those vital employees and volunteers at our Annual Meeting on October 30, 2019. Our annual meeting has become a source of inspiration in the community and we know this is the perfect venue to show what amazing nonprofit employees and volunteers Dallas has helping to shape the wonderful community in which we live.
*This year, agencies with five or less employees can recognize a volunteer who is not a major financial donor.
What we need – Unsung hero’s name, photo and brief paragraph…
Funders' File Fall 2019
The 2019 Fall Edition of Funders’ File, a publication of special programs in our community which are in need of support, is now available! Building a strong future for the Dallas community has always been our priority, and we are pleased to continue bringing to your attention several interesting initiatives.
First Responders Appreciation
The First Responders Fund of the Dallas Jewish Community Foundation, along with the help of Preston and Forest Tom Thumb Bakery, helped make a brighter Christmas for hundreds of First Responders at fire, police and 911 call stations!
Independent Audit Report
to see our independent audit report for 2018.
Guided by our faith and traditions, the Dallas Jewish Community Foundation seeks to improve our community and the world by empowering the philanthropic vision and passions of our fundholders and community partners.