Simplify Your Giving

A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to the Roman Catholic Diocese of Dallas and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming the Roman Catholic Diocese of Dallas the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

DAF Basics

Still learning about DAFs? Discover the ease of opening a donor advised fund—plus the advantages you’ll enjoy—with your FREE guide Centralize Your Giving With Donor Advised Funds.

Please provide the following information to view the guide.

Donor Advised Fund Guide Request Form
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Get More From Your DAF

Ensure you’ve made the most of your donor advised fund—for your family and for the Diocese of Dallas. Download the FREE guide Maximize the Impact of Donor Advised Funds.

An Example of How It Works

Joe and Laura want to give back to their hometown by putting their money where it will do the most good. They establish a $25,000 donor advised fund with a community foundation.

The couple receives a federal income tax charitable deduction for the amount of the gift. They also get the time they need to decide which charities to support.

After researching community needs with the foundation’s staff, Joe and Laura recommend grants for the Diocese of Dallas (which they’ve supported for years) and a local animal shelter. The foundation presents the charities with checks from the Patricia Fund, which Joe and Laura named in honor of Laura’s mother. They name the Diocese of Dallas as the beneficiary to receive the account balance after their lifetimes. Joe and Laura are delighted to start this personal legacy of giving.

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Next Steps

  1. If you already have a fund, use our tool Take Action! Visit Your Fund to connect. No fund yet? Get our free guide.
  2. Contact Kelly Halaszyn at (214) 379-3178 or khalaszyn@cathdal.org to discuss using your donor advised funds to support the Diocese of Dallas and our mission.
  3. Seek the advice of your financial or legal advisor.
  4. If you include the Diocese of Dallas in your plans, please use our legal name and federal tax ID.

Legal name: Roman Catholic Diocese of Dallas
Address: 3725 Blackburn Street, Dallas, Texas 75219
Federal tax ID number: Please contact us for our federal tax ID number.

In partnership with The Catholic Foundation, the Diocese of Dallas has established a permanent endowment fund and a designated fund at The Catholic Foundation that is uniquely ours that assists with the greatest needs of the Diocese. You can specify that your gift is made to The Catholic Foundation for the benefit of the Diocese of Dallas. You may also designate your gift for a specific need of the Diocese.

Personal Estate Planning Kit

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This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!

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