For Professional Advisors

The Dallas County Foundation works closely with professional advisors (attorneys, accountants, financial planners, bankers, and life insurance representatives) to help their clients realize their charitable objectives and personal interests. The Dallas County Foundation helps to integrate charitable giving within estate and financial plans, facilitate anonymous giving, and assist with complex gift instruments.

As a professional advisor do you ask yourself, “How can I recommend charity without recommending a charity?"  The answer is simple. Talk to your clients about giving through Dallas County Foundation
Estate planners, financial planners, and other professional advisors are often faced with a delicate dilemma:

You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

Fortunately, there’s a simple solution. It’s your local community foundation, the Dallas County Foundation. A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. The Dallas County Foundation offers a variety of giving options — including the ability to set up a charitable fund in your client’s name. It’s just one way Dallas County Foundation can help you help your clients achieve their charitable goals.