Upcoming Events
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10/12/2021 12:00 PMVirtual
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11/09/2021 12:00 PMTBA
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12/14/2021 8:00 AMTBA
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Programs
Luncheon Programs and Nuts & Bolts Sessions
Our luncheon programs are held January, March, May, September and November and provide educational and networking opportunities. Nuts & Bolts sessions during the month following the program provide a forum to share expertise, ideas and knowledge in a less formal manner.
The annual National Conference on Philanthropic Planning brings together speakers from all disciplines involved in the planning process to share their expertise.
Gift Planning On The Run
Gift Planning on the Run is a 6-session course designed to help development professionals implement or enhance a gift planning program. Veteran 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.
Other Programs Of Interest
Below are links to programming from like-minded organizations that our membership may find useful.
- AFP Greater Dallas Events
- Dallas Estate Planning Council Events
- Lone Star Council of Charitable Gift Planners
- Estate Planning Council of North 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.
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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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