JOIN US FOR FOR OUR GENERAL MEETING
MAY 17, 2022
We Are Meeting "In Person"
(virtual option/recording not available)
(Box Lunch Will Be Provided)
Brain Performance Institute
(Ellipse Room)
2200 W. Mockingbird Lane
Dallas, TX 75235
Directions:
https://www.google.com/maps/place/Center+for+BrainHealth/@32.82473,-96.84978,17z/data=!3m1!4b1!4m5!3m4!1s0x864e9c3d6f87c95b:0x9f6fd0524d39ce93!8m2!3d32.82473!4d-96.8475913
11:30 - 1:00 p.m.
RSVP DEADLINE:
Wednesday, May 11, 2022 (5:00 p.m.)
Endowment Funds from a Legal Perspective:
Structure, Rules and Development
Considerations
Danika Mendrygal
Danika will provide an overview of the various structures in which an endowment can be held and the applicable legal and investment rules and parameters, with a focus on UPMIFA as adopted in Texas. She will discuss common issues regarding donor intent and opportunities for development staff. She will spend time addressing common concerns and questions for both existing and newly formed endowments.
Danika founded Mendrygal Law to build a law firm devoted exclusively to serving nonprofit and tax-exempt clients. Danika guides clients through the complexities of establishing, growing and managing a tax-exempt organization. She provides counsel, advice and representation in taxation, corporate governance and compliance issues. Danika is rooted in the local nonprofit community, both as a volunteer and a speaker. She was recognized by her peers in the legal community as a “Super Lawyer” in the area of Nonprofit Organizations from 2018-2021 (Texas Super Lawyers, a Thompson Reuters publication).
TO MAKE YOUR RESERVATION:
Click on the above "Register" Button
or
Go to the Website:
www.dallascharitablegiftplanners.org
IMPORTANT NOTE: CONTINUING ED CREDIT SUBMISSION LINKS WILL BE AVAILABLE ON THE CONFIRMATION PAGE.
SPONSORED BY:
Holland & Knight and HighGround Advisors
We Would Like to Thank All of Our 2022 Sponsors:
Communities Foundation of Texas
C3 Financial Partners
The Dallas Foundation
Dallas Jewish Community Foundation
Heritage Auctions
HighGround Advisors
PNC Institutional Asset Management
Southern Methodist University
Holland & Knight
Texas Presbyterian Foundation
Location Sponsors:
Center for Brain Health at UTD
The Catholic Foundation
Communities Foundation of Texas
DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS
P.O. BOX 38553, DALLAS, TX 75238 | 214-221-5170
www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com
