Enhance Your Practice with DJCF’s Charitable Solutions
As a trusted advisor, you have clients who care about the community. By working with the Foundation, you can help your clients maximize their impact while they enjoy significant tax benefits. DJCF works alongside advisors from the legal, accounting, insurance, wealth management, and investment fields to help individuals and families reach their charitable goals.
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
Programs for Professional Advisors
- Professional Advisory Committee – This important committee is responsible for strategic direction and oversight of the foundation’s work within the professional advisor community of North Texas.
- Annual Professional Advisors Seminar – For three decades, DJCF has offered an annual event for advisors to learn about new developments in charitable and estate planning.
- Supporting Women Attorneys Network (SWAN) – For half a decade, SWAN has provided a regular opportunity for female trust and estate planning attorneys to share best practices, learn from one another, and network.
- Quarterly Advisor Roundtables – Each quarter, DJCF convenes an educational luncheon for sponsors of our professional advisors seminar, encouraging peer-led learning and networking.
- Bringing Philanthropy Home – With leadership and execution by Philanthropy Offerings, DJCF was proud to pioneer a legacy planning course designed to sustain community organizations and encourage citizens to bring their legacy home to their family and community.
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. We’ve established a reputation as a trusted extension of our fundholders’ professional advisory team.
Our expert team supports you and your clients in making informed philanthropic decisions. We have deep experience in complex gift acceptance practices, and pride ourselves on being creative.
Our staff and leadership demonstrate the highest level of discretion and professionalism.
We offer a wide range of investment options and fund types to achieve your clients’ goals.
We live and work in the communities we serve. Our dedicated team is available to meet or consult with you and your clients.
Advisor Resources & Guides
With an outstanding reputation for integrity and donor services, we are proud to serve as a trusted steward of funds and a valuable resource for advisors to enrich the charitable-giving strategies of their clients.
