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Professional Advisors

Enhance Client Impact with SWCF’s Charitable Solutions

As a professional advisor, you have clients who care about the community. By working with SWCF, you can help your clients apply their passion to give, while helping them enjoy significant tax benefits. SWCF works with advisors from the legal, accounting, insurance, wealth management, and investment fields to help individuals and families reach their charitable goals.

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Benefits
  • Personalized & Creative Strategies
  • Comprehensive Support
  • Expert Guidance
  • Committed to Operational Excellence
  • Trust & Confidentiality
  • Tools & Resources for Advisors

DJCF/SWCF

DJCF/SWCF recently relocated to Merit Tower, 12222 Merit Dr., Suite 450 Dallas, TX 75251, Monday, March 25.

Holiday Office Hours
The SWCF offices will be closed on Tuesday, April 23 – Wednesday, April 24, and on Monday, April 29 – Tuesday, April 30.  Any grants made starting on April 18 will be processed upon our return to the office, no later than May 3.  Thank you for your patience.