The Impact of Legacy Giving Series Launches with Over 60 DFW Nonprofits in Attendance

The Impact of Legacy Giving Series, hosted by the Dallas Jewish Community Foundation and Southwest Community Foundation, has launched to rave reviews! On February 4th, the Foundation launched a four-session series with 80 nonprofit professionals in attendance, representing 60+ DFW nonprofits.

Did you know $30 trillion will pass from Boomers and that 30% is expected to go to charities? With the single greatest wealth transfer coming, what questions or plans do you have at your nonprofit to start having legacy conversations with donors? These questions set the stage for an interactive presentation and discussion led by Phil Cubeta of The American College of Financial Services.

One attendee said, “THANK YOU for sponsoring such a valuable series. We get so focused on our execution that we often miss opportunities that are right in front of us. I now see that having conversations with donors can be a natural part of our interaction. I look forward to our next session.”

Due to overwhelming response, the Foundation had to close registration three weeks early and began placing nonprofits on a growing waitlist!

The Dallas Jewish Community Foundation and Southwest Community Foundation has worked with compassion and drive to improve our community and the world through the development and stewardship of philanthropic resources of donors and community partners. Consistent with this mission, the Foundation has contributed more than $125 million in charitable distributions in the last decade to support a wide range of philanthropic interests, including education, human services, the arts, and faith-based organizations. By providing the highest level of personal attention, the Foundation continuously helps transform fundholders’ philanthropic objectives into realities.

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 - CD Wealth Management, 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