Professional Advisor Seminar
The Foundation is pleased to welcome Dana J. Holt, JD, RICP, AEP® CAP® as our keynote speaker for the Dallas Jewish Community Foundation/Southwest Community Foundation’s 2021 Professional Advisor Seminar. As CEO-Philanthropic Strategist with HOLT Consulting, LLC., Dana began her career as an estate planning attorney and then spent 13 years at a Fortune 300 Financial Services company. There she helped advisors all over the U.S. with their most complex cases and taught them how to integrate charitable planning into their practice. The seminar will offer relevant and informative analysis on successfullying gifting things like real estate and closely-held stock.
Sylvan T. Baer Foundation Accepting Applications for 2021 Cycle
Once again we announce the annual application process for the Sylvan T. Baer Foundation is now open. If you know of a nonprofit that meets the criteria below please be sure to send them this information. Any organization that improves the lives of those living in our Jewish community is eligible to apply.
They Need Your Help!
This edition of Funders’ File contains a record 20 submissions* from our partner agencies for your consideration.
We have a long list of nonprofit agencies - our custodial partners - that invest their assets with the Foundation and this is their opportunity to share their most urgent needs and/or transformative programs.
Meet Our New Space
Charity, charite, caridad, nachstenliebe, carita. This is charity in English, French, Spanish, German and Italian. Charity is an important word in any language. You may have noticed I did not include charity in Hebrew...
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.