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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.


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 $260 ($180 for national, $80 for local).

Your membership includes:

  • First-rate educational programs tailored to the needs of planned giving officers and allied professionals, including formal luncheon events and informal topically-oriented discussions
  • A forum for the discussion of planned giving issues and solutions with fellow professionals from the area
  • Online access to Dallas Council of Charitable Gift Planners Membership Directory and national CGP Membership Directory
  • Discounted member rate for luncheon programs
  • Eligibility for prepaid lunch discount
  • Reciprocal member rate for certain programs sponsored by the Greater Dallas Chapter of Association of Fundraising Professionals ("AFP")
  • Periodic discounted special event rates (i.e., 2014 Greater Houston Planned Giving Council Conference)
  • Eligibility for member-specific promotions, such as a member scholarship for Certified Adviser in Philanthropy ("CAP") tuition and a drawing for the National Conference on Planned Giving Registration Fee
  • Discounted, priority access to Gift Planning on the Run
  • The Journal of Gift Planning – Quarterly electronic issues
  • Discount for the National Conference on Planned Giving
  • Discount for CGP web-based virtual seminars
  • Members-only online access to searchable gift planning library, including National Conference materials
  • Access to GIFT-PL, the gift planning listserv
  • Access to Gift Planner Profile – survey data on industry salaries and demographics
  • Ability to post your resume and search for jobs at no cost
  • Monthly e-Gift Planner Update
  • E-mail updates on advocacy issues
  • 20% off CFRE exam and recertification fees
  • Discounts on various resources (i.e., Giving USA, Tax Economics of Charitable Giving, charitableplanning.com, Charity Channel Press)

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.

Contact us


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