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Professional Advisors

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.

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2024 Professional Advisors Seminar

Effective Charitable Financial Planning: Financial Strategies, Client Psychology, and National Trends

Now in its 29th year, the DJCF/SWCF Professional Advisors Seminar is one of the cornerstone annual events for the Dallas professional advisor community. The seminar offers the opportunity to learn from a nationally recognized expert, earn continuing-education credits, and network with professional advisors across several fields. The content of the seminar is designed to appeal to accountants, estate attorneys, financial planners, insurance agents, wealth advisors, and other related professions. This year, the seminar will take place on September 4 at the Westin Galleria and will feature Russell James III, Ph.D., J.D., CFP®, a renowned expert in financial planning and charitable giving. Professor James is the CH Foundation Chair of Personal Financial Planning and the Charitable Giving Program Director at Texas Tech University.

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2024 Seminar

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

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DJCF/SWCF

DJCF/SWCF recently relocated to Merit Tower, 12222 Merit Dr., Suite 450 Dallas, TX 75251,

Passover Holiday Office Hours

The DJCF/SWCF offices will be closed in observance of the Passover holiday on Tuesday, April 23 – Wednesday, April 24 and on Monday, April 29 – Tuesday, April 30.  Any grants made starting on April 18 will be processed upon our return to the office, no later than May 3.  Thank you for your patience and wishing all who celebrate a wonderful holiday.