Establish Endowments

Your commitment to the community is evidenced by your actions – your volunteer hours, responsibilities you assume, and traditions and values you convey directly and indirectly. An endowment fund expresses your charitable passions. It transmits your current commitments to the next generation and generations to come by telling the story of what matters most to you.

An endowment fund provides an ongoing source of income to a named organization, or to a charitable purpose such as education, health care or the arts. Dallas Jewish Community Foundation staff members are here to help you assess and define your long-term vision and to incorporate your wishes into a customized fund document outlining a viable plan. The goal is to protect the fund’s principal while perpetuating your commitment, and maximizing personal financial and estate planning benefits.

 

Frequently Used Vehicles to Fund an Endowment

  • An outright gift. This is the easiest way to create an endowment, using cash or appreciated assets such as stocks, bonds or real estate.
  • A life insurance policy. The reasonable cost and tax benefit make this particularly appealing for younger donors. Premiums may be tax-deductible.
  • A donor advised fund or supporting foundation. Donors may recommend annual transfers or dedicate the remainder of a fund or supporting foundation.
  • An IRA or pension fund. IRS guidelines regarding taxation of distributions of IRA assets make these assets ideal for transfer to a charity or qualified charitable trust. A portion of these funds can be used to create an endowment as part of a financial or estate plan.
  • A charitable income plan, charitable remainder trust or charitable gift annuity. Receive life income payments with tax benefits. The remainder may be contributed to an endowment fund.
  • A simple bequest in a will or trust.

 

Please contact us for additional information.

Testimonials

The Dallas Jewish Community Foundation continues to be very helpful in working together to meet the various philanthropic goals and desires that many of my clients have. Meyer Bodoff and his staff are very professional and continue to adapt…
Scott R. Cohen - Waldman Bros, CFP®, CFS®, CAP®
I have the privilege to serve as Chair of Create A Jewish Legacy, the Dallas Jewish Community Foundation's endowment and bequest initiative. That gives me the chance to collaborate with community partners and their donors to ask their const…
Stuart Prescott - Marsh & McLennan Agency Known Locally as Prescott Pailet Benefits
Our family philanthropic fund with the Dallas Jewish Community Foundation, which we established approximately 5 years ago, has provided us with the ability to plan and organize our charitable giving. First, it has allowed us to contribute t…
Dr. Harlan and Hannah Kay Pollock
The Dallas Jewish Community Foundation, particularly under the leadership of Meyer Bodoff, continues to stand out among community organizations. Most nonprofits, focus on the "how" or "way" donors can give. In my experience with Meyer and…
Todd S. Healy, MSW, CLU, ChFC, AEP - Chartered Advisor in Philanthropy, HealyPartners
We have enjoyed a terrific long-standing relationship with the Dallas Jewish Community Foundation. Professionals and families need a trusted partner, not just one with the knowledge and skills to get the job done, but one with a "heart". …
Lenny Krasnow - M.B. & Edna Zale Foundation
My experiences with the Dallas Jewish Community Foundation as a practicing CPA as well as a lay volunteer have been very fulfilling. In my professional dealings with the Foundation staff, they exhibit a high degree of professionalism and r…
Sandy Kaufman - Stanford Kaufman & Associates
My experiences with The Dallas Jewish Community Foundation have only been positive. Meyer Bodoff and his staff may be the most compassionate and capable group of people assembled in the field of philanthropy in Dallas, TX. They never fail…
M. Alan Alspaugh, CLU, CAP® - Eagle Strategies, LLC
Our relationship with Dallas Jewish Community Foundation goes all the way back to its formation as a separate entity in 1999. We are very proud of this relationship and continue to enjoy watching the Foundation grow in size and stature as …
David Rosenberg - Thompson & Knight LLP
As an attorney (and CPA) who often represents families involved with complex tax and estate matters relating to wealth preservation and transfer strategies, it is reassuring to know that the Dallas Jewish Community Foundation is available a…
Josh O. Ungerman, P.C. - Partner, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

Contact Us

Dallas Jewish Community Foundation
Byrna & Joe Funk Family Philanthropy Center
12700 Hillcrest Road, Suite 201
Dallas, Texas 75230

E-mail: info@djcf.org
Phone: (214) 615-9351
Fax: (214) 363-5942