Expert Guidance
SWCF’s dedicated team, in collaboration with our Professional Advisory Committee, comprising esteemed lawyers, financial advisors, investment managers, accountants, and more, work closely with our donors, empowering them to achieve their philanthropic goals with expert guidance and personalized support.
Megan serves the Dallas Jewish Community Foundation (DJCF) and its related organization, the Southwest Community Foundation (SWCF), as President and CEO. In this role, she leads a talented team focused on advising individuals, families, and community agencies, helping them achieve their philanthropic goals and to increase support for the nonprofit community in Dallas, Israel, and around the world. DJCF maintains a 50-year track record of strong governance, prudent investment management and making charitable giving simple and efficient for its fundholders.
Megan is responsible for oversight of $330 million in charitable assets across donor-advised funds, nonprofit agency accounts, endowments, and scholarships. Leveraging her experience and network within financial services, Megan also leads the overall strategy and relationships under SWCF, where her team serves as the trusted philanthropic partner of financial institutions, family offices, and independent wealth management firms, allowing advisors to remain in control of asset management for their clients’ donor-advised funds and endowments.
Megan joined DJCF in September 2022 after 15 years at J.P. Morgan, where she served in a variety of roles, most recently as a banker, advising corporations, families, foundations, and endowments. Throughout her career, Megan’s focus has been on helping business leaders, individuals, and generations of families achieve financial clarity, confidence, and control. Her roles in corporate and private banking have delivered financial strategies and solutions that help people and organizations achieve their financial goals and live rich, fulfilling lives. She is honored to continue this effort in the philanthropic world.
A first-generation college student, Megan is a graduate of Indiana University, where she earned her B.S. in Marketing from the Kelley School of Business. Megan holds certification as a Chartered Advisor in Philanthropy (CAP®), and successfully obtained her Series 7, 63, SIE, and 79TO FINRA licenses. She is a convert to Judaism and actively involved in her local community. Born in California and raised in Indiana, Megan worked for J.P. Morgan in Illinois, New York, and Texas. Megan now lives in Dallas with her husband, Adam, and their two young children.
Phone: (972) 645-1017 Email: [email protected]
Jerry is responsible for strategic oversight of the Foundation’s finances and operations, investments, and accounting systems. He also regularly works with professional advisors and donors to facilitate complex charitable gifts of real estate, partnerships, and closely held businesses. Jerry works closely with the CEO & President and Chief Impact Officer to drive innovation and add value to our donors and partner organizations.
Jerry has been with the Foundation since December 2006. He came to the Foundation from a 10-year public accounting career with McGladrey & Pullen LLP with a focus in Financial Institutions and Not for Profit. Jerry is a CPA and has both a MS in Accounting and BA in Accounting from Texas Tech University.
Phone: (972) 645-1018 Email: [email protected]
Sarah oversees the Foundation’s strategy, operations, and programming in her role as Chief Operating Officer. Her attention is primarily focused on streamlining organizational efficiencies, refining professional services, and driving long-term, strategic growth for the Foundation.
Over the course of her career, she has held significant positions in consulting and Jewish communal organizations, where she oversaw grant administration, key partnerships, board development, and strategic & organizational planning for institutions of varying sizes. Her strengths include communication, critical thinking, leadership development, and problem-solving. Sarah translates this wealth of knowledge and experience to her work at DJCF/SWCF, which includes partnering with a broad range of stakeholders to create measurable impact and drive results.
Sarah completed her degree at UT Austin in 2007, where she was a member of Sigma Delta Tau and majored in Jewish & Middle Eastern studies. She lives in Dallas with her husband Brett and two young daughters.
Phone: (972) 645-1016 Email: [email protected]
Mona leads the Foundation’s donor-advised fund, endowment, scholarship, and non-profit agency development efforts. She works to connect charitably minded individuals, families, and businesses with their philanthropic passions. She is a liaison with community non-profit organizations, working to promote their philanthropy, enrich their relationships with the Foundation, and support and ensure strong community connections.
Mona’s 35+ year Jewish communal career has utilized her degree in Special Education from Kent State University and her passion for caring about the Jewish community. Mona is married to Artie and they have 4 sons.
Phone: (972) 645-1021 Email: [email protected]
Darrin is responsible for the overarching strategy and implementation of DJCF/SWCF’s work with nonprofit organizations. Serving as a gift planning and endowments resource, including providing guidance around legacy giving and accepting gifts of complex assets, Darrin will work to build fundraising capacity across the nonprofit landscape. He will also manage a portfolio of high-impact prospects and fundholders.
Over the course of his more than twenty-year fundraising career, he has held significant leadership positions at some of the world’s leading institutions, including MD Anderson Cancer Center, UT Southwestern Medical Center, The Nature Conservancy, and UJA-Federation of New York.
Darrin holds a B.A. in Political Science from Rollins College and a J.D. from Northeastern University School of Law. He is a Chartered Advisor in Philanthropy (CAP®). While in college, he was a member of the varsity rowing team and studied abroad at Hebrew University of Jerusalem. Darrin lives in Plano with his wife and three children. In his free time, he enjoys playing basketball, chess, and spending time with his family.
Phone: (972) 645-1022 Email: [email protected]
Servando Sanchez brings over a decade of expertise in financial operations, regulatory compliance, and team leadership. Throughout his career, he has held key roles, including Vice President of Finance for The Family Initiative, a national child welfare organization, and Chief Financial Officer for the Texas Commission of Fire Protection, a state regulatory agency. Servando has a reputation for simplifying complex processes, improving operational efficiency, and supporting high-performing teams. His earlier roles as a financial examiner for both the Texas Department of Insurance and the FDIC further honed his ability to analyze and strengthen financial systems, ensuring compliance and stability.
Before his finance career, Servando’s professional journey was shaped by his creative and people-focused spirit. He spent more than 10 years as a portrait photographer, capturing the stories of individuals and families through his lens. Before photography, he worked as a hospitality manager with Hyatt, mastering the art of delivering exceptional guest experiences and managing fast-paced operations. His life experience is as diverse as his career, having lived in four states and Brazil, which has given him a broad perspective and a knack for connecting with people from all walks of life.
Servando is a CPA with MS and BA degrees in Accounting from The University of Texas—Dallas. Outside the office, you might find Servando at an indie film screening, wandering through the contemporary wing of an art museum, or exploring a fun new restaurant. His blend of financial expertise, creative perspective, and global experiences makes him a dynamic and engaging leader.
Phone: (972) 645-1042 Email: [email protected]
Regan Klinke serves as the Finance and Operations Manager, where she plays a pivotal role in driving organizational efficiency and strategic growth. Working closely with the Foundation’s Chief Operating Officer and Chief Financial Officer, Regan leads key operational initiatives, streamlines financial systems, and oversees fund administration. She also manages vendor and financial partner relationships, ensuring smooth and effective collaboration.
Regan plays a vital role in the Foundation’s marketing efforts, overseeing projects, advertising strategies, and coordinating with external partners to elevate brand visibility. Her leadership extends to planning and executing events, managing office operations, and supporting cross-functional teams to ensure alignment and excellence across all areas of the organization.
A proud native of the DFW metroplex, Regan earned her bachelor’s degree from the University of North Texas in 2020, with concentrations in Psychology, Rehabilitation Studies, and Human Development & Family Sciences. She joined the Foundation in 2023 as Office Manager and is currently pursuing a master’s degree in Finance at The University of Texas at Dallas. Regan is passionate about helping others and continues to grow her career. Outside of work, she enjoys reading, traveling, and spending time with her energetic 4-year-old son.
Phone: (972) 645-1015 Email: [email protected]
Lisa is a detail-oriented and diligent administrative professional. She assists Megan on multiple organizational levels by managing her schedule and maintaining internal and external communication.
Lisa was raised in Dallas. She received her bachelor’s degree at the University of Kansas in 2009 majoring in Sport Management and minoring in Business and Sociology. Prior to working at the Foundation, she worked for the Dallas Stars Hockey Club and Levine Academy. She joined the Foundation staff in 2024 as Megan’s Executive Assistant.
In her free time, she enjoys raising her 2 young sons, advocating for Autism awareness and playing tennis.
Phone: (972) 645-1100 Email: [email protected]
Mary is responsible for overseeing grant administration for donor-advised funds, scholarships and endowments overseen by the DJCF. She serves as a trusted resource to donors, as well as to charities receiving funds. Mary is responsible for performing due diligence and research on all grants made through the Foundation.
Mary joined the Foundation staff in 2016 as Director of Fundholder Services. She spent the prior 14 years as an Executive Assistant and Office Manager for a technology services firm.
Mary has an Associate of Arts degree from Collin Community College and lives in Wylie along with her husband, Robert. She has 2 grown daughters, Amber and Jenna, and keeps busy with crafting and sharing time with her large family and friends.
Phone: (972) 645-1026 Email: [email protected]
Suzanne Massey leads the strategy and implementation of the Dallas Jewish Community Foundation and Southwest Community Foundation’s partnership with professional advisors to ensure that clients’ philanthropic vision and legacies are fulfilled.
Suzanne is committed to building a more resilient community. She previously served as Head of the Santander Consumer USA, Inc., Foundation and Director of Community Partnerships, where she established the Foundation’s complete build-out strategy, infrastructure, and pillars while also leading corporate social responsibility efforts. Overseeing $60 million in funding, she granted millions of philanthropic dollars annually in major U.S. metro areas. Before Santander, she directed community relations at SMU and led the special services division at the Dallas Regional Chamber.
Suzanne earned a Master’s in Sustainability and Development from the Lyle School of Engineering at Southern Methodist University and holds a Bachelor of Arts in Political Science from Austin College. She is a Standards for Excellence® Nonprofit Trained Consultant and Points of Light Inspiration Honor Roll recipient. Suzanne is a Leadership Dallas alum and serves as an Advisory Board member for Empowering the Masses and Trusted World, and serves on the La La Land Café Foundation board.
Phone: (972) 645-1042 Email: [email protected]
Ashley has a dynamic background in nonprofit development, donor stewardship, and community engagement, shaped by her experience across higher education, nonprofit leadership, and international service. She is driven by a deep belief in the power of relationships and is passionate about connecting individuals to causes that create lasting, meaningful impact. In her previous role, Ashley cultivated and stewarded a diverse portfolio of alumni and donors, designing personalized engagement strategies and partnering closely with leadership to strengthen philanthropic initiatives. Her earlier work in community outreach, bilingual service coordination, and global nonprofit efforts further reflects her commitment to serving others through a relational, people-first approach.
Ashley earned her bachelor’s degree in Development and Family Studies from the University of North Texas and is currently pursuing her master’s in Family Studies. She is especially passionate about mentoring, walking alongside others in their growth, and finding ways to give back to the community she cares deeply about.
At her core, Ashley is an explorer of places, cultures, and connections. She has traveled to 29 countries and is always dreaming up her next adventure. Whether she’s sharing a meal from a new culture, singing and dancing with a playlist always playing in the background, or setting out on a spontaneous trip, she finds joy in the beauty of connection and new experiences. Most of all, she cherishes the moments spent adventuring through life with her fiancé, Mark, embracing every opportunity to learn, grow, and create meaningful memories along the way.
Phone: (972) 645-1023 Email: [email protected]
Lexi van Creveld is proudly serving as the Executive Assistant at the Dallas Jewish Community Foundation, where she supports executive leadership, coordinates key initiatives, and helps foster meaningful relationships with donors and community partners.
She previously worked as a Banking Officer and International Account Lead, managing a diverse portfolio of clients and specializing in compliance, risk assessment, and personalized financial solutions. Across her experience, Lexi is known for her strong attention to detail, professionalism, and people-first approach.
She holds a Bachelor of Arts in Human Relations from the University of Oklahoma. In her free time, Lexi enjoys spending time with her fiancé and their two cats, listening to Taylor Swift, and taking Pilates classes.
Phone: (972) 645-1019 Email: [email protected]