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Membership

The Dallas Council of Charitable Gift Planners is a professional association of people 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, religious and other underrepresented backgrounds.


Membership is for individuals only. It includes national and local membership. Cost is per calendar year and membership is not transferable. When you  click the button below, you will be taken to the National Association page.  The total cost is $275 ($195 for national, $80 for local).

Your DCCGP membership includes:

Education:

  • First-rate educational programs tailored to the needs of planned giving officers and allied professionals, including formal luncheon events and informal topically-oriented discussions
  • Discounted, priority access to Gift Planning on the Run program
  • Discount for the National Conference on Planned Giving and CGP web-based virtual seminars
  • 20% off CFRE exam and recertification fees

Networking:

  • A forum for the discussion of planned giving issues and solutions with fellow professionals from the area
  • Ability to post your resume and search for jobs at no cost (national)
Resources:
  • Online access to Dallas Council of Charitable Gift Planners Membership Directory and national CGP Membership Directory
  • Members-only online access to searchable gift planning library, including National Conference materials
  • Discounts on various resources, such as  Tax Economics of Charitable Giving, charitableplanning.com, Charity Channel Press, Planned Giving Today, Indiana University Lilly Family School of Philanthropy Programs
  • Access to GIFT-PL, the gift planning listserv
  • Access to Gift Planner Profile – survey data on industry salaries and demographics
  • Monthly Perspectives (e-newsletter)
  • E-mail updates on advocacy issues

Membership is for individuals only. It includes national and local membership. Cost is per calendar year and membership is not transferable.

To join, click here to access the national website.

To view the Model Standards of Practice for the Charitable Gift Planner, click here.


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.
JOIN NOW

Contact us

Email DCCGP


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