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Nuts & Bolts Session

  • 04/09/2024
  • 8:30 AM - 9:30 AM
  • The Catholic Foundation

Registration


JOIN US FOR FOR OUR NUTS & BOLTS SESSION

ROUNDTABLE DISCUSSION

HOSTED BY JENNIFER BABISAK

(Associate General Counsel, HighGround Advisors)


TOPIC: QCDs AND SPLIT INTEREST GIFTS


APRIL 9, 2024

8:30 - 9:30 a.m.

The Catholic Foundation

12222 Merit Drive, Suite 850, Dallas


(No Breakfast)


RSVP DEADLINE:

Thursday, April 4 (5:00 p.m.)


Space is limited


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:

JONATHAN BLUM AND DAVID ROSENBERG

OF HOLLAND & KNIGHT, LLP



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.

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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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