Welcome to your resource for charitable gift planning!

The term "planned giving" includes a number of tools that enable donors to provide for their own and their families' futures, while still contributing significantly to charity in a tax-effective way. A planned gift to The Dallas Foundation also allows donors to achieve a wider range of charitable goals than might be possible otherwise. You can create a charitable legacy with the assurance that your wishes will always be respected. More

Check Out Our Monthly Feature Articles:

When a Charitable Trust Beats a "Stretch IRA"
A fundamental estate planning principle is that after a person's death, distributions from his or her retirement plan account should be deferred to the beneficiaries for as long as possible. The longer that amounts can remain in a tax-sheltered environment, the greater the investment income for the beneficiaries. More

How to Name Us as Beneficiary of Your Retirement Plan
If you would like to change the beneficiary of your retirement plan to benefit The Dallas Foundation but are worried that the process may be inconvenient and complicated, you're about to be pleasantly surprised. Read how easy it is. More

The Mess She Nearly Left: Estate Plan Review Averts Potential Heartache
When Tracy O'Brien* created her first will in 2002, her goal was simple—to protect the future of her only son. Estate planning attorney Johni Hays reviews the 2002 plan and gives her advice to ensure Tracy's goals are met. More

Good Things Happen When You Make a Will
What do you want your will to do? When kept up-to-date, your will can specify your exact wishes. Check to make sure your will covers these seven planning practices. More

Research Reveals What the Kids Will Think of Your Charitable Intentions
Have you thought about including The Dallas Foundation in your estate plan—as the beneficiary of your retirement plan assets or as a recipient in your will, for example—but hesitated because you were worried about providing for your family? New research reveals how your loved ones feel about sharing their inheritance. More