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Nuts & Bolts Session: Gift Planning From A Beginner's Point of View

  • 06/14/2022
  • 8:00 AM - 9:00 AM
  • Virtual

Registration


REGISTRATION NOT AVAILABLE AT THIS TIME
JOIN US FOR FOR OUR NUTS & BOLTS SESSION


JUNE 14, 2022

(Virtual)


8:00 - 9:00 a.m.


RSVP DEADLINE:

Wednesday, June 8, 2022 (5:00 p.m.)


Gift Planning from a Beginner's Point of View

Kelli Smith





TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

or

Go to the Website:

www.dallascharitablegiftplanners.org


SPONSORED BY:

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

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.

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.

Contact us


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