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Gift Planning On the Run

  • 01/27/2022
  • 2:00 PM - 4:00 PM
  • Communities Foundation of Texas

Registration


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Please note when registering -

DCCGP, CGP and AFP

membership is

"individual" (not "corporate")


GIFT PLANNING ON THE RUN

A course for busy development professionals to learn the basics of charitable gift planning


Presented by:

Dallas Council of Charitable Gift Planners

In collaboration with Communities Foundation of Texas


2:00 - 4:00 p.m.


2022 Course Information

Schedule The course is comprised of six modules.  The class time is 2:00-4:00 p.m. The classroom will be available at 1:45 p.m. to allow time for networking before class begins at 2:00 p.m.

Location:

Classes will be held in person at Communities Foundation of Texas, 5500 Caruth Haven Lane, Dallas, Texas 75225.  The decision has been made to have the January 27 meeting virtually. 

Curriculum:

1/27/22           Module 1:  What is Charitable Gift Planning? VIRTUAL

2/24/22           Module 2:  Establishing a Program                           

3/31/22           Module 3:  Donor-Centered Marketing                     

4/28/22           Module 4:  Different Tools for Family Needs            

5/12/22           Module 5:  What Your Donor Should Expect            

5/26/22           Module 6:  Making the Program Work                      

All facilitators are volunteers. They bring a total of over 200 years of gift planning experience and insight to this important course.  Our facilitators represent organizations such as:  C3 Financial Partners, Children’s Health, Parkland Foundation, Southern Methodist University, Texas Presbyterian Foundation, The Catholic Foundation, University of Texas at Dallas, Wells Fargo Private Bank. 

 Cost Get all six modules for only $200!  Special discount pricing of $100 for current members of the Dallas Council of Charitable Gift Planners, Association of Fundraising Professionals or the National Association of Charitable Gift Planners.

SPACE IS LIMITED  

Registration closes on January 24, 2022 (5:00 p.m.) unless capacity is reached prior to that date

To register, go to www.dallascharitablegiftplanners.org  (look under the “Programs” tab)

For more information contact:

Course Chair: Randal Daugherty at (214) 648-3069 or by email at randal.daugherty@utsouthwestern.edu

or

Dallas CGP Council Executive Director:  Teresa Moore at dallascharitablegiftplanners@gmail.com



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.

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Copyright 2021 Dallas Council of Charitable Gift Planners