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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 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
- 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 (national)
- 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.
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