Dallas Jewish Community Foundation

What Dallas Jewish Community Foundation does

Dallas Jewish Community Foundation (DJCF) is a 501(c)(3) public charity and community foundation founded in 1973 as a committee of the Jewish Federation of Greater Dallas and reincorporated as an independent entity in 2006. Headquartered in Dallas, Texas, DJCF manages approximately $384M in charitable assets across donor-advised funds (DAFs), individual and general endowment funds, scholarships, and custodial agency funds for 55+ Jewish and secular nonprofit organizations across Texas. In its most recent fiscal year, the foundation distributed roughly $39M in donor-advised grants to nearly 1,700 nonprofits, $1.88M in endowment and scholarship grants to 300+ recipients, and $285K in scholarships to 89 students.

DJCF's core technology stack includes the proprietary FCsuite/MY DJCF donor portal (24/7 fund access, grant recommendations, GuideStar-integrated nonprofit lookup), the Frank™ AI gift planning advisor built on CustomGPT, and an Outsourced Chief Investment Officer (OCIO) relationship with Graystone Consulting (Morgan Stanley, since 2017) that runs seven proprietary investment pools with daily rebalancing. The foundation accepts complex gifts — cash, appreciated securities (via DonateStock), cryptocurrency (via The Giving Block at 4.65% pass-through fee), real estate, and closely held interests — and disburses grants electronically through Chariot with FDIC-insured Column N.A. settlement.

Revenue is generated through a Community Development Fee applied to assets under management (fee schedule not publicly disclosed), pass-through OCIO investment management fees (17–51 bps depending on pool, no markup), and agency custodial services. The foundation serves four primary segments: individuals and families (DAFs, planned giving, family philanthropy), professional advisors (private label charitable funds, advisor education via SWCF affiliate), nonprofit agencies (endowment and custodial funds), and students/scholarship applicants. GTM motion is hybrid — combining a self-serve online portal, a direct relationship-officer team, a professional advisor referral channel anchored by an annual 300+ attendee Professional Advisors Seminar, and institutional nonprofit agency partnerships. The affiliated Southwest Community Foundation (SWCF) extends reach to financial institutions and wealth management firms via private-label back-office services.

Name

Dallas Jewish Community Foundation

Legal name

Dallas Jewish Community Foundation

Website

https://djcf.org

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

1–10 employees

Short description

Dallas Jewish Community Foundation is a 501(c)(3) community foundation managing approximately $384M in charitable assets for individuals, families, 55+ nonprofit agencies, and professional advisors in North Texas, operating donor-advised funds, endowments, scholarships, and an OCIO investment program via Graystone Consulting.

Ownership category

akta.pro rank

Product category

Community Foundation Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (8132)

akta.pro primary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

akta.pro secondary industry

Community Foundations (BPAGAKAB)

Keywords

• Donor-advised funds
• Community foundation
• Planned giving services
• Endowment management
• Charitable giving

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Community Development Fee: Recurring asset-based fee based on Assets Under Management (AUM) that sustains DJCF/SWCF operations. Fee schedule available upon request from [email protected]. Covers services including fund administration, donor relations, and grantmaking support.
2. Investment Management Fees: Institutional OCIO fees passed through without markup to fundholders, charged by Graystone Consulting (Morgan Stanley). Fees range from 17 bps (ETF Balanced) to 51 bps (Endowment Pool) depending on pool. Reported monthly in investment performance reports and fund fact sheets. Composed of investment advisory and underlying manager expenses.
3. Agency Custodial Services: Custodial fund management for 55+ Jewish and secular nonprofits across Texas. Includes investment management, sub-accounting, planned giving consulting, and donor services. Agency funds remain under nonprofit's control for withdrawal anytime.
4. Cryptocurrency Processing Fee Pass-through: 4.65% processing and administrative fee on USD-denominated cryptocurrency donation proceeds, charged by partner The Giving Block.

Pricing tiers

Go-to-market motion1 record

Distribution channels6 records

Marketing channels8 records

Core offering

Dallas Jewish Community Foundation (DJCF) is a 501(c)(3) public charity that administers donor-advised funds (DAFs), endowments, scholarships, planned giving vehicles, and custodial/agency investment funds for nonprofit organizations. It operates as a community foundation accepting complex gifts (cash, securities, cryptocurrency, real estate, closely held interests) and provides professional investment management, fund administration, grant disbursement, and philanthropic advisory services rooted in Jewish values. It is supported by an asset-based Community Development Fee and serves individuals, families, professional advisors, and 55+ nonprofit partner agencies primarily in North Texas.

Differentiator

Problem solved

Functional benefit

Brands

• Byrna & Joe Funk Family Philanthropy Center: The physical Philanthropy Center housing DJCF offices and bearing the Funk family name.
• Southwest Community Foundation (SWCF)
• DJCF/SWCF

Products and services

• Donor-Advised Funds (DAFs) Tax-advantaged giving accounts for individuals and families allowing charitable contributions to grow and be granted to recommended nonprofits over time; provides confidential real-time access via the MY DJCF portal.
• Endowments & Planned Giving Permanent endowment funds and planned giving vehicles (charitable trusts, bequests, gift annuities) that allow donors to create lasting charitable legacies.
• College & Camp Scholarships Scholarship funds established by donors and administered by DJCF, including college scholarships, Jewish Overnight Camp scholarships, and Israel experience scholarships for eligible students in Dallas, Denton, and Collin counties.
• Agency Investment & Custodial Funds Custodial fund management for 55+ Jewish and secular nonprofit organizations across Texas, including investment management, sub-accounting, planned giving consulting, and donor services with no minimum contribution to establish.
• Private Label Charitable Funds (SWCF) White-label donor-advised fund and endowment back-office services that allow financial institutions, family offices, and advisory firms to offer branded charitable solutions to their clients without taking on administration.
• Frank AI Gift Planning Advisor CustomGPT-powered virtual AI advisor providing professional advisors with conversational guidance on charitable giving, legacy planning, and donor-advised funds, with expert content from leaders like Paul Caspersen and Bryan Clontz.
• OCIO Investment Pool Management Professionally managed investment portfolio administration via an Outsourced Chief Investment Officer model with Graystone Consulting (Morgan Stanley), offering seven pooled investment options (Cash, Conservative, Balanced, ETF Balanced, Growth, ETF Growth, Endowment) with mission-aligned allocations.
• Electronic Grant Disbursements via Chariot Fast, secure electronic grant payment processing through the Chariot platform to nonprofits, with FDIC-insured deposit accounts via Column N.A. partnership and DAFpay for receiving DAF gifts on nonprofit donation forms.
• Tribute & Memorial Acknowledgement Cards Personalized mailed or email acknowledgment cards for tribute and memorial donations; donation of $36+ receives one mailed card; $18-$35 receives one email acknowledgment; Gift of Giving cards start at $36.

Quantifiable outcome

• $384M in charitable assets under management
• +7 more outcomes

Named customers12 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and flagship.

• ChariotcoreTechnology or Integration · 1 January 2025DJCF sends grant payments through Chariot Disbursements for faster, safer, simpler electronic delivery of grant funds to nonprofits. Replaces checks and ACH with seamless transfer via nonprofit's Chariot account (FDIC-insured via Column N.A. partnership). Also enables DAFpay for receiving DAF gifts directly on nonprofit donation forms.
• CustomGPT (Frank AI)coreTechnology or Integration · 1 January 2025DJCF powers Frank™, its virtual AI gift planning advisor, via CustomGPT. Frank offers conversational guidance on charitable giving, legacy planning, and donor-advised funds for professional advisors. Knowledge base includes federal/state regulations and expert contributions from Paul Caspersen, Bryan Clontz, and other field leaders.
• Jewish Future PromiseflagshipStrategic or Co-development Partner · 1 January 2024DJCF is a proud partner of Jewish Future Promise, a global initiative asking Jews and allies to commit that at least half of their charitable estate contributions will support Jewish causes and/or the State of Israel. Together they advance shared vision to secure a vibrant Jewish future, sparking intergenerational conversations about Jewish values and proliferating legacy giving culture. DJCF offers co-branded signing pathway and shared resources.
• DonateStockcoreTechnology or Integration · 1 January 2024DonateStock enables fast, safe, free online stock contributions to DJCF donor-advised fund accounts. Eliminates paperwork for both donors and DJCF. Also offers an option for financial advisors to initiate the contribution on behalf of clients. Process includes DTC transfer instructions for manual stock transfers via [email protected].
• The Giving BlockcoreTechnology or Integration · 1 January 2024The Giving Block processes cryptocurrency donations for DJCF, including Bitcoin and other digital assets. Donations may qualify for fair market value tax deduction. Processing and administrative cost is 4.65% of USD-denominated proceeds. Net proceeds credited to DAF or directed to any 501(c)(3) charity.
• Southwest Community Foundation (SWCF)flagshipStrategic or Co-development Partner · 1 January 2006DJCF's affiliate foundation. SWCF serves as philanthropic back office for financial institutions, family offices, and investment advisory firms. Combined, DJCF and SWCF leverage breadth of expertise while facilitating collaboration across the philanthropic sector in North Texas and beyond. SWCF offers Private Label Charitable Funds program and Supporting Women Attorneys Network (SWAN).
• Jewish Federation of Greater Dallas (JFGD)coreGTM or Marketing PartnerJFGD is a DJCF partner agency collaborating on crisis response for Israel and administering March of the Living scholarships together. Co-administration of Israel Summer Experience scholarships for teens. JFGD is also a DJCF custodial agency fundholder.

Scale indicators14 records

Recent moves6 records

Expansion highlights5 records

Regional players

• Hillel: The Foundation for Jewish Campus Life: National Jewish foundation focused on campus life and student engagement. Adjacent to DJCF's scholarship and Israel experience programs but operating at national scale with different distribution channels.

Direct peers

• Communities Foundation of Texas: Large Texas-based community foundation serving the Dallas-Fort Worth region. Direct geographic peer to DJCF with overlapping DAF, endowment, and nonprofit agency services, though secular rather than Jewish in mission.
• Dallas Foundation: Historic Dallas community foundation (founded 1929) offering donor-advised funds, endowments, and scholarships across North Texas. Operates in the same geographic market as DJCF with a comparable institutional service model.
• Jewish Community Foundation of Greater Phoenix: Regional Jewish community foundation offering DAFs, endowments, and planned giving services to the Phoenix Jewish community. Closely comparable mission, structure, and service model to DJCF at a similar AUM scale.
• Jewish Community Foundation of Los Angeles: Large Jewish community foundation serving the Greater Los Angeles area with donor-advised funds, endowments, and grantmaking services. Directly comparable to DJCF as a regionally-focused Jewish community foundation, though operating at significantly larger AUM scale.

Broad incumbents

• Schwab Charitable: Major national donor-advised fund sponsor affiliated with Charles Schwab. Competes with DJCF for the same donor-advised fund market with institutional-grade investment options and low account minimums.
• Fidelity Charitable: The largest national donor-advised fund sponsor in the U.S. with over $100B in AUM. Represents the primary competitive threat to DJCF for philanthropic dollars, particularly from cost-sensitive donors, though without DJCF's Jewish-values specialization.
• Jewish Federation of Greater Dallas: DJCF's originating parent organization and current partner agency. While broader in scope (federation model covering fundraising, communal services, and advocacy), it shares the North Texas Jewish community mandate and serves overlapping donor bases.

Others

• Chariot (DAFpay / Chariot Disbursements): Technology partner that enables electronic grant disbursements and DAFpay integration for community foundations. Functions as infrastructure for DJCF's grant delivery and as an adjacent technology provider in the DAF ecosystem.
• Jewish Future Promise: Global initiative asking Jews and allies to commit that at least half of their charitable estate contributions will support Jewish causes. DJCF is a partner organization; comparable as an ecosystem participant driving legacy giving culture.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedIndjcf.org/about/our-people

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Dallas Jewish Community Foundation