The Impact of Legacy Giving Lunch Series for Nonprofits

The Dallas Jewish Community Foundation (DJCF) and Southwest Community Foundation (SWCF) are excited to announce their $15,000 grant from the Katherine C. Carmody Charitable Trust of the Bank of America. This grant will fund a free curriculum series designed to educate nonprofits on the importance of legacy gifts, which are invested to earn income for the nonprofit into the future and how to build a legacy giving program. The DJCF/SWCF hopes this curriculum will provide nonprofits with the knowledge and tools to drive significant funds into their nonprofit agencies.

Month after month, nonprofits spend valuable time fundraising and, for smaller nonprofits, that comes at the expense of their important missions. Our community's nonprofits know their respective communities and are fully capable of serving their missions in an effective way. That is why the DJCF/SWCF want nonprofits to prepare legacy giving programs, so they can focus long-term on what is most important – their missions.

The Dallas Jewish 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.

This educational four-session series, designed for both professional and volunteer leadership, will provide the knowledge and tools to drive significant endowment and legacy funds to your nonprofit agency. These complimentary lunchtime sessions will take place at the Aaron Family Jewish Community Center of Dallas, 7900 Northaven Rd, Dallas, TX 75230, from 11:30 a.m. – 1:00 p.m.

Session 1: Setting the Stage of Legacy Giving's Impact

Learn how to drive endowment and legacy funds to your nonprofit agency.

Monday, February 4, 2019

with Phil Cubeta, MSFS, CLU®, ChFC®, CAP®
Assistant Professor of Philanthropy
The American College of Financial Services in Bryn Mawr, PA

Click here to RSVP for the February Session

Future Sessions

March 7 - The Tools You Need

Wills, IRAs and other tools

April 4 - Talking the Talk

Legacy Visits in Action

May 7 - Where Do You Go From Here

Your Organization's Plan

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