Standards and Effective Practices for Community Foundations
HomeSearchSubmitHelpCompliance Documents




Submitting Foundation
Foundation Name: The Dallas Foundation
Address: 900 Jackson Street, Suite 150, Dallas, Texas 75202
Phone: (214) 741-9898
Fax: (214) 741-9848
Website URL: www.dallasfoundation.org
Founded: 1929
Submitted By: Mary M. Jalonick
Title: Executive Director
 
Practice Example Details
Methodology: marketing materials
Standard: A community foundation accepts and administers a diversity of gift and fund types to meet the varied philanthropic objectives of donors.
How does this practice
meet the applicable standard?
The Dallas Foundation has created a variety of materials and a variety of approaches to informing the public and potential donors about the community foundation.
What method is used for
monitoring and measuring outcome?
The Dallas Foundation’s basic information packet of written materials includes: Legacy Society brochure; Private foundation alternatives piece; current newsletter; current annual report; board list; Advisory Council list; Former Governors list; FAQs Form 1; FAQs Form 2; Investment options and fees; Guidelines for donor advised funds; Sample DAF agreement, including grant recommendation and award letters; Agency endowment options comparison chart; Services to nonprofit organizations; Sample agency endowment agreement; Sample designated fund agreement; Sample bequest language; Decisions when establishing a scholarship fund; Basics of student aid; Sample scholarship agreement and criteria; Supporting organizations; Sample Type 1 supporting organization agreement; Options for termination of a private foundation. The foundation’s website, www.dallasfoundation.org , includes a section on “Giving through the Dallas Foundation” and “Types of Funds”.
What were the results? The community has a good understanding of the role of the community foundation as a philanthropic organization.