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Publications and Resources
Giving Counsel is the Foundation's newsletter tailored exclusively for
professional advisors. The newsletter, which features members
of the Foundation's Advisory Council, offers local insight and expertise into charitable
giving. Recent issues are available as .pdf files below.
Giving Counsel - Summer 2010
Giving Counsel - Spring 2009
Giving Counsel - Fall 2008
Giving Counsel - April 2008
Giving Counsel - August 2007
Professional Advisors' Handbook
The Dallas Foundation's Professional Advisors' Handbook demonstrates how the Foundation can successfully satisfy both clients' and advisors' goals when the
Foundation's flexibility is combined with already-familiar giving vehicles. It includes
suggestions of how to discuss charitable giving with clients and client-friendly illustrations
of various giving methods. To be
added to the mailing list for Giving Counsel, or to request copies of the Handbook,
please contact Gary W. Garcia, The Dallas Foundation, 900 Jackson Street,
Suite 705, Dallas, Texas 75202, or gwgarcia@dallasfoundation.org.
Discover Valuable Lessons With Our Free ebrochures
Get your ebrochures on a variety of estate planning and planned giving topics. Click
on an ebrochure title to send an e-mail with your request to The Dallas Foundation.
Then, we'll e-mail you a copy of the brochure.
The list of available brochures can be found by clicking here.
Clients Seek Better Philanthropic Advice
Common Misconceptions Regarding Donor Advised Funds
Community Foundations Offer Year-End Tax Solutions
Efforts to Help Children in Poverty
Establishing a Legacy Fund
Flexible Trusts for Changing Political Times
Gifts of Restricted Stock, Options and Closely Held Interests
Giving as a Family
Help Your Clients Give Generously and Retire Comfortably
Philanthropists Anonymous
Supporting Education through Community Foundations
Taking Philanthropy Public
The Enduring Value of an Unrestricted Gift
The New Green Philanthropy
Time of Thanksgiving - Asking the Charitable Question
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