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Defining Your Giving Style

  • 05/16/2023
  • 11:30 AM - 1:00 PM
  • Communities Foundation of Texas

Registration


REGISTRATION IS CLOSED FOR THIS EVENT
JOIN US FOR FOR OUR GENERAL MEETING


MAY 16, 2023

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas


(Box Lunch Will Be Provided)


RSVP DEADLINE:

Tuesday, May 9 (5:00 p.m.)


 DEFINING YOUR GIVING STYLE


Speaker:


Elizabeth Liser

When donors and clients know what motivates them they can powerfully say “yes” or “no” to charitable solutions and opportunities based on whether it aligns with their unique giving focus and personality. Elizabeth Liser of Communities Foundation of Texas will share how through their GiveWisely program CFT has developed and deployed a simple but effective set of tools and conversations to help existing and prospective donors discover their core values, passions and interest areas, in order to better decide when, where and how they want to invest charitably. 

Elizabeth Liser is the Sr. Donor Engagement Specialist for Communities Foundation of Texas. A CAP (Chartered Advisor in Philanthropy) certified professional with over 10 years of development and donor stewardship experience, Elizabeth has helped build and evolve the GiveWisely curriculum and its applications within CFT’s work. In addition to facilitating GiveWisely, Elizabeth provides relationship management for CFT fund holders and their families, and works with prospective CFT clients to explore CFT expertise and services. Before CFT, Elizabeth was the Director of Corporate Engagement for the North Texas Food Bank. She also spent 10 years with The Dallas Morning News and the local Dallas ABC affiliate WFAA-TV, managing their community programs and sponsorships and creating corporate partnerships to support and promote local nonprofits. Elizabeth has a B.A. in French and a B.A. in International Studies from Trinity University in San Antonio, Texas.


TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

or

Go to the Website:

www.dallascharitablegiftplanners.org


SPONSORED BY:

Communities Foundation of Texas and Holland & Knight


We Would Like to Thank All of Our 2023 Sponsors:

Communities Foundation of Texas

C3 Financial Partners

The Dallas Foundation

Dallas Jewish Community Foundation

Farmers National Company

Heritage Auctions

HighGround Advisors

PNC Institutional Asset Management

Southern Methodist University

Southwestern Medical Foundation

Holland & Knight

Texas Presbyterian Foundation


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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