Jonathan is a nonprofit and tax-exempt organizations attorney in Holland & Knight’s Dallas office and Chair of the firm’s Tax-Exempt Organizations and Philanthropy Practice Group. He advises charities, private foundations, trade associations, and other nonprofit organizations on governance, tax compliance, fundraising, advocacy, and charitable planning matters. Mr. Blum brings experience from both private practice and in-house counsel roles with national nonprofit and private foundation organizations. A frequent speaker on nonprofit governance, philanthropy, and tax-exempt organization issues, he previously served as an adjunct professor at Southern Methodist University Dedman School of Law.

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Neil is a founding partner of RSA Family Wealth at Rockefeller Capital Management and has more than 26 years of experience providing financial planning, investment management, and wealth structuring services to high-net-worth individuals and families. A Certified Investment Management Analyst® (CIMA®) and former Certified Public Accountant (CPA), Neil holds undergraduate and Master of Professional Accounting degrees from The University of Texas at Austin. He began his career with PricewaterhouseCoopers and has been recognized on the Forbes Best-in-State Wealth Advisors and Best-in-State Wealth Management Teams lists. Neil is actively involved in community leadership and nonprofit organizations, serving on several boards and advisory committees in North Texas.

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Sandy is a CPA/attorney, practicing for over 50 years. He received his Juris Doctor from SMU in 1970 and for years has helped high net worth clients with their tax planning and financial consulting. For over 25 years Sandy’s well-respected tax and accounting firm had a history of fostering long-term relationships. The firm, Stanford M. Kaufman and Associates just recently partnered with MRM CPAs & Advisors to expand their footprint across the DFW metroplex, sharing the same dedication to client services. Sandy has been involved civically in a variety of nonprofits that assist everything from children with disabilities and their families to senior care communities, community foundations and professional organizations.  trusted accountant in serving complex real estate clients, high net worth families, and family offices in Addison, Texas for more than 40 years.

Krista is an estate planning attorney with more than 15 years of experience focusing on trusts, estates, probate, and trust and estate administration. She earned her Juris Doctor from the University of San Diego School of Law and advises clients on the development, implementation, and administration of comprehensive estate plans. Krista has extensive experience guiding trustees and families through fiduciary responsibilities, probate matters, and trust and estate administration. Her practice is dedicated to helping individuals and families create multigenerational estate planning strategies that provide long-term stability and peace of mind.

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Megan is President and CEO of the Dallas Jewish Community Foundation (DJCF) and the Southwest Community Foundation (SWCF), where she oversees more than $384 million in charitable assets, including donor-advised funds, endowments, scholarships, and nonprofit agency funds. She works with individuals, families, financial advisors, family offices, and nonprofit organizations to develop effective philanthropic and charitable giving strategies. Prior to joining DJCF in 2022, Megan spent 15 years with J.P. Morgan, advising corporations, families, foundations, and endowments. She holds a Chartered Advisor in Philanthropy® (CAP®) designation and brings extensive experience in wealth management, philanthropic planning, and donor-advised fund strategy.

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