DJCF/SWCF is proud to introduce Frank, your AI-powered assistant for estate and gift planning.

Available anytime, Frank can help advise and answer questions on charitable gift plans.

Learn more about Frank here!

Friday, September 19, 2025
Breakfast | 7:30-8:00 AM
Seminar | 8:00-10:30 AM

Westin Galleria Dallas
13340 Dallas Parkway | Dallas, TX 75240


Enhance Client Impact with DJCF’s Charitable Solutions

As a professional advisor, you have clients who care about the community. By working with DJCF, you can help your clients apply their passion to give, while helping them enjoy significant tax benefits. DJCF works with advisors from the legal, accounting, insurance, wealth management, and investment fields to help individuals and families reach their charitable goals.

Ready to get started?

Contact Us

Benefits
  • Personalized & Creative Strategies
  • Comprehensive Support
  • Expert Guidance
  • Committed to Operational Excellence
  • Trust & Confidentiality
  • Tools & Resources for Advisors