2019 DJCF/SWCF Professional Advisors Seminar

Our 25th Annual Professional Advisors Seminar on October 7, 2020 with Chris Erblich and his presentation, Helping Families Navigate Their Planning During Uncertain Times, provided an invaluable virtual opportunity for participants and advisors to take advantage of new information about emerging techniques in areas of charitable and planned giving and estate and tax planning. In a first for the annual seminar, the all-virtual event was as important and informative as the previous 24 seminars with attendees still receiving continuing education credits in their field. Now, from the comforts of homes, hotels, airports and, if lucky enough, a sunny beach somewhere, the seminar  once again provided networking and learning. 

Chris and his team discussed the evolution of what clients have demanded from their advisors and how those demands/needs continue to change in context of potential economic uncertainty. Chris Erblich is office managing partner at Husch Blackwell in Tucson, Arizona and is a staple in the industry, delivering hundreds of presentations nationally, speaking on estate and business planning techniques for high-net worth families. We quickly saw why he and his team, Benjamin Kelly and Eric Ess, are crowd favorites.

The event would not be complete without an inspirational message from President/CEO Meyer Bodoff, see last year's video below. 




Thank You to the Sponsors of the 2020 Professional Advisors Seminar


Primary Underwriter


Platinum Sponsors




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