"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 quickly to our clients wants, needs, goals and objectives. I have continued to get positive feedback from my clients with the relationships they have with DJCF."
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 constituents about creating endowments and leaving bequests. I do that with total confidence in Meyer Bodoff and the Foundation team. Donors frequently go out of their way to tell me not just how great they feel about having perpetuated their charitable intentions, but how easy it was doing it through the Dallas Jewish Community Foundation. I'm so proud of our Foundation!"
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 to our fund, when it is most convenient personally, and beneficial from a tax perspective. And our Foundation fund receives safe, professional management, protecting and maximizing our charitable dollars. Finally, we have found our ability to gift by simply recommending grants makes charitable donations simple and efficient, and improves our record keeping."
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 his team, they continue to challenge the donor to get clarity on the "why" of their giving. With that clarity, the donor has more confidence in their giving and a much greater sense of satisfaction."
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". We expect all the usual capabilities, skills, and service from the professionals at the DJCF. But, having a partner who can help us find the passion and real meaning for helping others is the added dimension we find at the DJCF."
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 responsiveness which are the same values I have strived for in servicing my clients. They have a passion and creative nature in assisting families and their advisors to achieve estate, charitable and financial objectives. They are not concerned with the amount of the funds involved but with satisfying the donor’s passion to meet a perceived societal need. Most important, after a client’s plans are implemented, the Foundation staff does an excellent job of stewardship of the donor as well as the charitable fund’s assets. As a tax advisor who provides customized tax compliance and consulting services to individuals, families and businesses, I will only refer those treasured relationships to an organization that has proven that they provide that same level of service.
On the personal side, I was inspired to establish a donor advised fund as well as some other funds at the Foundation. I liked the practical and tax advantages that a donor advised fund offered. However, just as important, I saw the potential growth of the Foundation and the impact that its mission could have on the Jewish community and the Dallas community at large. I wanted to be part of that and attach the Foundation’s name to the grants made from my fund. It is very powerful when a particular grantee organization recognizes that a substantial amount of financial resources are coming their way from a “community” of likeminded donors.
Finally, the Dallas Jewish Community Foundation has increased community awareness of the impact that charitable gifts can have on Jewish and non- Jewish entities in meeting the needs of our world."
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 in taking the time necessary to make their fund holders feel welcome and most importantly understood. As an adviser they have been an absolute joy to work with."
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 one of our region’s leading community foundations. It is our privilege to advise the Foundation along the way."
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 as an additional resource for my clients. The Foundation consistently meets the needs of my clients with skill and professionalism. I enjoy hearing the excellent feedback from my clients who work with the Dallas Jewish Community Foundation.
Our annual Professional Advisors Seminar clearly shows that the Dallas Jewish Community Foundation is one of our community’s premier foundations. I am proud to serve as a member of its Board of Trustees."
Josh O. Ungerman, P.C. - Partner, Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.