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Nuts & Bolts Session

  • 02/08/2022
  • 12:00 PM - 1:00 PM
  • Virtual




12:00 - 1:00 p.m.


Wednesday, February 2 (5:00 p.m.)

Integrating the Message of Gift Planning

Nicola Lawrence

For many years ‘Planned Giving’ was an afterthought to everyday fundraising, often relegated in the mind of many to the realm of estate gifts. Today, however, the financial world is evolving quickly and is impacting much of what we do in the philanthropic world. Positioning the message into every fundraising communication, we will consider the collaborative ways we can educate donors and resource our team so we can accept gifts of every asset from NFT’s to trees. Learn from an award-winning planned giving marketer, how integrating the message of gift planning can change everything for your non-profit shop.

Nicola Lawrence, CFRE® CAP® currently serves as the Director of Legacy and Gift Planning for Children’s Health. Born and raised in Northern England, Nicola attended Wigan College, the University of Leicester, York St Johns and Dundee University, specializing in business and finance and nonprofit leadership. She has made Texas home since the 1990s. Over the last two decades Nicola has led sustainability and legacy based giving at a variety of nonprofits, both in the US and internationally, that include community-based health care, higher education and social service organizations. Bringing digital and print mediums together, Nicola is an award-winning multi-channel planned giving marketer while never forgetting that this kind of philanthropy requires careful personal attention to each donor’s current financial wellbeing while assisting them in building their charitable legacy. Today Nicola serves on the national board of Charitable Gift Planners, a role in which she serves to educate and advocate for the profession of charitable gift planners and their allied professions.

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Dallas Jewish Community Foundation

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


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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