2021 Professional Advisors Seminar Sponsors

October 20, 2021

Breakfast: 7:30AM / Seminar: 8:00-10:15AM

Dallas Westin Galleria

Sponsorship Opportunities Available 

The 2021 Professional Advisor Seminar will be held in-person at the Westin Galleria. The event will also be offered via live stream and the most important aspects of our seminar – networking, continuing education, question and answer – will be offered in both formats. Sponsor visibility will be greatly enhanced through the expanded reach that the hybrid format provides and the year-round sponsor placement on all our communications with fundholders as well as our vast advisor community. We invite your company to be a 2021 sponsor of the Dallas Jewish Community Foundation/Southwest Community Foundation’s 26th Annual Professional Advisor Seminar.


Learn To Successfully Gift Real Estate, Closely-held Stock and More

This year, 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 successfully gifting things like real estate and closely-held stock.

Attendees receive CE credits for CPE, CTFA, CFP, CLE and CLU designations.

 
We are happy to again recognize Meadows Collier as the 2021 Primary Underwriter
 

 

2021 Sponsorship Packages

 

 

If you are a previous year sponsor, you are welcome to contact:

Mona Allen | Director of Philanthropic Advancement | mallen@djcf.org | 214.615.5268

 

otherwise, please fill out the form below, so we can learn more about you.

2021 Sponsorship Registration

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