Kim Montez

Director, Gift Planning and Family Philanthropy, The Dallas Foundation

Kim joined The Dallas Foundation in 2017 and serves as the Director of Gift Planning and Family Philanthropy. In her role, she works with individuals, families, and professional advisors to align charitable resources with family values and help create charitable giving plans that achieve maximum impact and meaning. She is dedicated to helping families identify their motivations and values and engage the next generation in shaping their philanthropic legacy.

She also leads the Foundation’s Mary M. Jalonick Women’s Philanthropy Institute which educates, inspires and empowers women to become confident and engaged donors at every stage of their philanthropic journey while connecting them with the needs of the community and the organizations addressing those needs.

Prior to joining the Foundation, Kim served as the senior officer of major giving and planned giving at the Arkansas Children’s Hospital Foundation where she worked with grateful patients, families, and donors to achieve their philanthropic goals while advancing pediatric healthcare and research across the state.

Kim is a Chartered Advisor in Philanthropy ®, a 21/64 Certified Advisor, and a Certified Fundraising Executive®. She also serves on the boards of The Dallas Council of Charitable Gift Planners and the Dallas Estate Planning Council. She holds a Bachelor of Music Degree from The University of Texas and has served on several non-profit boards throughout her career.


Community Foundation Spark Session: Strategy Conversations with Donors

Posted on January 10, 2022 by Kim Montez, Melinda Mosier, Tony Macklin

Across income brackets, most donors are satisfied with philanthropy as an expression of personal commitment, belonging, or faith. Some start asking questions about intentionality and impact, seeking advice from peers and experts. What tools and techniques do community foundations use to help these donors move from discovery to intent, intent to strategy, and strategy to action? How might those tools… Read More