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 Methods 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. 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.

Faces Of The Foundation

We believe that the Jewish Community Foundation is one of the lowest cost, most efficient, best managed foundations we know of...
Joyce and Selly Belofsky
While I was giving birth to my son three years ago, I went suddenly blind. I had to move forward with my life, so I decided to get a guide dog, Roxi. Thank you for caring, and for being so generous. You are changing lives...
Chag Sameach, Ruth & Roxi
We delight in the vibrant, diverse, active, growing greater Dallas Jewish community, and feel our participation with the DJCF assures its continued growth and development...
Carol and Harold Pinker
Through the visionary grant of the DJCF, the Gardens of Friendship project is opening the world of gardening to our children, helping them grow and bloom along with their gardens...
2016 Gardens of Friendship Project Recipient
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
Establishing a scholarship fund at the Dallas Jewish Community Foundation has proven to be an immense joy to clients who have done so...
Ira Silverman, Silverman Goodwin LLP
The two time assistance from the Priya Fund allowed us to focus on the physical aspect of the treatment. Thank G-d, we are now the proud parents of Ari and Eliana...
Shira and Dmitriy Olukhov and Family
"For me, the reward of being a DJCF fund holder is equally matched by the honor of serving on a DJCF scholarship committee...
Ann Zimmerman Gallant
I am forever indebted to DJCF for their generosity in awarding me scholarships* to receive my college degree...
Jordan Herskowitz
Having a DJCF donor advised fund for many years has greatly simplified our charitable giving. Through our donor advised fund, we are able to recommend grants to many worthy organizations and fulfill our desire to help make the world a bette…
Julie and Scott Miller and Family

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