Welcome.
The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work. Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers. We encourage membership of both non-profit professionals and estate & gift planning advisors, who represent a variety of racial, ethnic, gender, socio-economic, and religious backgrounds.
Mission Statement: The Dallas Council of Charitable Gift Planners connects, educates and supports gift planners from the non-profit and for-profit sectors to help them better serve their donors, clients and institutions.
Vision Statement: The Dallas Council of Charitable Gift Planners shall remain an inclusive and collaborative organization with passion, ideas, and expertise, led by members who share values of making the world a better place through the legacies established by our philanthropic community.
Upcoming Events
| Program Handouts
| Committee OpportunitiesLooking to get more involved? Email Teresa Moore to discuss opportunities for committee membership and other roles. |
Thank You To Our 2024 SponsorS |
Gift Planning On The RunVeteran gift planning professionals will lead classes that have a donor-centric marketing approach. They will demystify charitable gift and estate planning and guide you step–by–step through the process of creating a practical and successful gift planning program. Learn to create an effective program without having to become a tax expert or learning the complex details of gift planning vehicles. | Program sponsored by: Jonathan Blum and David Rosenberg of Holland & Knight, LLP Dallas Council of Charitable Gift Planners In Collaboration with Communities Foundation of Texas |
About us
The Dallas Council of Charitable Gift Planners is the professional association of people in the Dallas metropolitan and North Texas area whose work involves developing, structuring, and administering planned gifts, and the allied professionals with whom they work.
| Become a member
Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.
|
