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Nonprofit Resources

Partner with us to grow and sustain your organization

Opportunities and resources for nonprofit organizations

 

DJCF collaborates with nonprofit organizations to build capacity through innovation, education, and professional investment management services. We are proud to partner with nonprofit organizations to administer funds that support a vibrant community for all.

  • Access my agency fund portal
  • Why work with DJCF?
  • Receiving Grants from DJCF
  • Create an Agency Fund
To discuss nonprofit resources with a team member, please contact:
Risa GrossDirector of Impact
972-645-1022
rgross@djcf.org
Risa Gross
The Process

How does an Agency Fund Work?

By establishing a fund with DJCF, you help drive meaningful change in our community while gaining access to personalized support and investment services from an organization focused on fostering an ecosystem of philanthropy. We currently manage funds for over 55 Jewish and secular nonprofits across Texas. We offer self-directed investment funds.

Self-directed Investment Funds:
Investment funds are suitable for organizations that intend to maintain assets for three or more years and want flexibility to access more than the annual spending policy distribution.

 

Your Philanthropic Services Provider

Why work with DJCF?

As the sole philanthropic services provider in North Texas rooted in Jewish values, we are proud of our partnership with donors, nonprofits and professional advisors. Central to our mission is to promote the work of our agency partners with our community, support special projects and highlight funding needs.

World-class investment management

The Dallas Jewish Community Foundation manages endowment and custodial assets for over 55 Jewish and secular organizations across Texas. We work with nonprofits to determine optimal fund structure, governance and investment strategy. Together with our investment advisor, Graystone Consulting, a Morgan Stanley practice that specializes in asset management for social sector organizations, the Foundation provides best-in-class investment management. Learn more about our approach to investments here: DJCF Investments

Ease of access

You can access your nonprofit fund information 24/7 through our easy and secure online portal. Visit the MY DJCF Portal Here: My DJCF

Planned Giving and Endowment building support

While DJCF does not serve as your fundraiser, our experienced staff are available to consult with you, your board and committees, and prospective donors about planned giving, endowment strategies and techniques.

Enhanced donor confidence

By entrusting your endowment to DJCF’s Investment Committee and its professional investment advisors, you demonstrate that you take your organization’s future, its asset management and endowment building seriously, while aligning with a trusted community partner.

 

Staff and Donor education

Access to expertise in resource development and governance, invitations to timely, content-rich workshops and training programs.

Ability to accept complex gifts

We have experience in accepting a wide variety of assets as charitable contributions. See our current gift acceptance policy here: DJCF Gift Acceptance Policy

Accounting and administrative support

At no additional cost, DJCF will manage sub accounting processes for your organization, relieving your finance team of this administrative burden

Learn More

Frequently Asked Questions:

What is a nonprofit Agency fund?

An agency fund is a custodial account, which means that DJCF holds and manages funds on behalf of another nonprofit organization. The nonprofit retains ownership and control over the funds, while DJCF provides professional investment management, administrative support, and donor services.

I received a gift through Dallas Jewish Community Foundation. Who is it from?

Please contact our team at [email protected] with your inquiry. In most cases, we can provide you with a name unless the donor who made the grant has chosen to remain anonymous. If there is a name attached, we encourage you to reach out to thank them and steward the gift. If the donor is anonymous, you can share a “thank you” with our team to pass along.

I’m expecting a gift from DJCF, how can I check on the status?

Whether you’re receiving a gift from a donor advised fundholder, or a disbursement from an endowed fund, you can reach out to our team at [email protected] with questions at any time. Let us know as many details as possible about what you’re expecting to receive so that we can check the status for you.

Is there a minimum to open an agency fund?

There is no minimum contribution to establish a self-directed investment fund.

 

How are the funds invested?

Funds are pooled with DJCF’s professionally managed investment portfolios, which are overseen by an experienced investment committee. For self-directed investment funds, your organization can select from pre-allocated funds or design your own asset allocation strategy.  Fundholders benefit from economies of scale and diversified strategies.

Does DJCF offer fiscal sponsorship?

A fiscal sponsor is a nonprofit organization that provides fiduciary oversight, financial management, and other administrative services to help build the capacity of charitable projects. DJCF does not currently serve in this capacity.

Can donors give directly to our custodial fund at DJCF?

Yes. Donors can contribute directly to your fund at DJCF, and they will receive a charitable tax receipt from DJCF. This simplifies the giving process and enhances donor trust.

What types of funds can be held at DJCF?

The foundation’s expertise is in long-term fund management, such as:

  • Endowment funds
  • Reserve funds
  • Special project or capital campaign funds
Please Note
  • The Dallas Jewish Community Foundation does not accept unsolicited proposals for grants.
  • Except in rare circumstances that will be posted on this page, the Dallas Jewish Community Foundation does not make discretionary grants.
Fund Profile Form

Ready to Begin?

Below is the profile forms you’ll need to start your philanthropic fund with DJCF. Once you have completed the form, please email to [email protected].

Custodial Agency Profile Form

Join Our Philanthropic Community Today

Driven by shared values and traditions, become part of a vibrant community of philanthropists dedicated to sustaining and enhancing Jewish life.

Create a FundContact Us

Byrna & Joe Funk Family Philanthropy Center
12222 Merit Drive | Suite 450 | Dallas, Texas 75251
EIN: 75-2836123

info@djcf.org
Phone: (972) 645-1028Fax: (972) 645-1029

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