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Understanding the Essentials of a Planned Giving Program

  • 03/12/2024
  • 11:30 AM - 1:00 PM
  • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)

Registration


Register


JOIN US FOR FOR OUR GENERAL MEETING

MARCH 12, 2024

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas


(Lunch Will Be Provided)


RSVP DEADLINE:

Tuesday, March 5 (5:00 p.m.)


 UNDERSTANDING THE ESSENTIALS OF

A PLANNED GIVING PROGRAM



Katrina Pipasts

Whether your organization is launching a planned giving program or revitalizing an established one, it success requires best practices to guide the staff and board in cultivating the donor base. Successful programs incorporate key elements, regardless of the nonprofit’s size. An organization with a successful planned giving program finds way to incorporate most, if not all, of the elements into a cohesive and cooperative process. In this interactive session, participants will rank the elements as it pertains to their nonprofit. Join the discussion and share stories of what works (and does not) at your respective nonprofits.

Katrina M. Pipasts is the National Director of Planned Giving Services for Northern Trust and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs.

There are no continuing education credits for this presentation.


TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

or

Go to the Website:

www.dallascharitablegiftplanners.org


SPONSORED BY:

Texas Presbyterian Foundation and Children's Medical Center Foundation


We Would Like to Thank All of Our 2024 Sponsors:

Children's Medical Center Foundation

Communities Foundation of Texas

C3 Financial Partners

Dallas Jewish Community Foundation

Farmers National Company

Heritage Auctions

HighGround Advisors

Merit Financial Advisors

Southwestern Medical Foundation

ThinkGiving

Texas Presbyterian Foundation

The Catholic Foundation

The Dallas Foundation

Jonathan Blum and David Rosenberg of Holland & Knight, LLP


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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