Welcome to Charitable DAF HoldCo

Supporting Community-Focused Non-Profits

Charitable DAF HoldCo | Mission-Driven Investments

About Charitable DAF HoldCo

Charitable DAF HoldCo strategically invests to enhance the impact of its beneficiaries. With a diversified portfolio that includes real estate and other asset classes, it manages investment growth to maximize long-term value. By leveraging strategic asset management, Charitable DAF HoldCo strengthens the financial stability of nonprofit organizations, making it possible for these organizations to continue their vital work for years to come.

Through responsible stewardship and strategic giving, the DAF amplifies the impact and effectiveness of long-term charitable initiatives. While the charities carry out their vital work, Charitable DAF HoldCo excels in managing investments and resources. To date, we’ve provided over $42 million in commitments to more than 275 nonprofit organizations, directly impacting thousands of lives. From ensuring the safety of domestic violence victims to providing educational opportunities for low-income students, we are dedicated to creating meaningful change and fostering stronger, more resilient communities.

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Charitable DAF HoldCo’s Impact

Investing to Protect, Educate, and Uplift Communities in Need. Charitable DAF HoldCo is committed to driving meaningful change by strategically investing in initiatives that strengthen communities and improve lives. By funding organizations that support veterans, expand access to education, and foster economic development, Charitable DAF HoldCo ensures that philanthropic capital is used effectively to create sustainable, long-term impact. Through responsible financial stewardship and mission-driven investments, Charitable DAF HoldCo empowers nonprofits to expand their reach and enhance the well-being of those they serve.

01

Military Veterans

Funds charitable foundations that provide grants, financial assistance, and resources to support veteran programs.
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02

Education

Supports foundations that provide scholarships, grants, and educational program resources.

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03

Economic Development

Supports economic growth by investing in initiatives that promote entrepreneurship, job creation, and community development.

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Charitable DAF strategically invests to strengthen community-focused nonprofit foundations, ensuring funds are directed toward impactful local causes that create meaningful, lasting change.

  • Accountability

    We ensure accountability through transparent fund management, regulatory compliance, and responsible grant distribution to maximize charitable impact.

  • Integrity

    We uphold integrity through ethical fund management, honest philanthropy, and a commitment to donor and community trust.

  • Collaboration

    We foster collaboration by partnering with donors, nonprofits, and community organizations to maximize charitable impact and sustainable growth.

Charitable DAF HoldCo and its affiliates have supported the following charitable causes in the Dallas-Fort Worth area:

  1. Cristo Rey
  2. Dallas Children’s Advocacy Center
  3. Dallas Zoo
  4. Family Place
  5. Perot Museum
  6. The Center for Brain Health

Over 730+ Events Giving Back To The Community

Charitable DAF has contributed to supporting over 730 impactful community events

Supporting Local Community

Charitable DAF has long supported Cristo Rey, Dallas Children’s Advocacy Center, Dallas Zoo, Family Place, Perot Museum, and The Center for Brain Health, providing funds to advance charitable causes in their communities.

Words From The Charitable DAF HoldCo Director:

“Charitable DAF has historically invested in a wide variety of asset classes and is continually searching for new opportunities for growth to support its charitable mission.”

Mark Patrick
Director

Frequently Asked Questions About Charitable DAF HoldCo

What is Charitable DAF HoldCo?

Charitable DAF HoldCo is an investment entity with a focus on achieving risk-adjusted returns to fund philanthropic initiatives. Through expert investment strategies and advisory support, Charitable DAF HoldCo helps nonprofit organizations strengthen their financial foundation to support high-impact initiatives. More than investment, Charitable DAF HoldCo concentrates on generating measurable social and economic benefits while ensuring sustainable giving.

How does Charitable DAF HoldCo support nonprofit organizations?

Charitable DAF HoldCo invests in diversified asset classes, including real estate, to generate long-term financial growth. These investments allow nonprofit organizations to receive sustainable funding, enabling them to focus on their mission and expand their reach in the communities they serve. Charitable DAF HoldCo works closely with organizations that are interested in achieving risk-adjusted returns to fund and future-proof philanthropic initiatives.

What types of charitable initiatives does Charitable DAF HoldCo support?

Charitable DAF HoldCo focuses on high-impact initiatives that:

  • Support military veterans through grants, financial assistance, and essential resources.
  • Expand educational opportunities by funding scholarships and grants.
  • Foster economic development through investments in entrepreneurship, job creation, and community-building efforts.

Charitable DAF HoldCo also supports many community events that help deepen the impact of the non-profit organization’s initiative, as well as fortify community involvement. 

How does Charitable DAF HoldCo ensure accountability and transparency?

Charitable DAF HoldCo upholds strict financial oversight and regulatory compliance to ensure responsible investment management. Charitable DAF HoldCo’s investment approach is guided by transparency, integrity, and ethical fund stewardship, ensuring charitable funds are directed toward impactful, mission-driven initiatives. DAF’s director, Mark Patrick firmly believes in the importance of aligning financial stewardship with philanthropic impact. By implementing rigorous oversight, risk-adjusted investment strategies, and clear reporting practices, Charitable DAF HoldCo ensures that every dollar invested contributes to sustainable, long-term charitable giving.

Is Charitable DAF HoldCo a traditional donor-advised fund?

No, Charitable DAF HoldCo is not a traditional charitable donor-advised fund. Rather than directly distributing donations, Charitable DAF HoldCo is an investment entity whose focal point is on strategic investment management to sustain long-term philanthropic giving and maximize the impact of charitable initiatives.

How can organizations partner with Charitable DAF HoldCo?

If your organization is looking to enhance its financial sustainability through mission-driven, risk-adjusted investment strategies, Charitable DAF HoldCo is ready to collaborate. Contact Charitable DAF HoldCo today to learn more about how financial stewardship for your non-profit organization supports long-term philanthropic impact.