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Endowment Funds

  • 05/17/2022
  • 11:30 AM - 1:00 PM
  • Brain Performance Institute (Ellipse Room), 2200 W. Mockingbird Lane, Dallas

Registration


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




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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