Professional Advisors Seminar
The Professional Advisors Seminar will take place at 8:30am on Thursday, September 26, 2019 at the Westin Galleria. Our annual Professional Advisors Seminar has presented a nationally recognized authority on estate planning and taxation. It 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.
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 if you are interested in sponsoring the 24th Annual Professional Advisors Seminar…
Have the Conversation
This is the first in a series.
My siblings and I do not know much about our elderly parents' financial situation or their wishes if something happens to them. When mom broke her hip last year, it got me thinking we need to be better prepared. What is the best way to handle this, and what should we know?
Many adult children do not know much about their elderly parents' financial situation or end-of-life plans, but they should. Getting up to speed on your parents' finances, insurance policies, long-term care plans and other information is important because someday you might have to help them handle their financial affairs, manage their care or execute their estate plan after they die. Without this information, your job becomes much more difficult. Here are some tips that can help.
If you are uncomfortable talking to your parents about this topic, use this column as a prompt or start by talking about your own finances or estate plan as a way to ease into it. Also see TheConversationProject.org, which offers free kits that can help you kick-start these discussions.
It is also a good idea to get your siblings involved. This can help you head off possible hard feelings. Plus, with others involved, your parents will know everyone is concerned.
When you talk with your parents, you should begin collecting certain information. Find out where they keep key documents…
Funders' File Spring 2019
The 2019 Spring 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.