Registration is closed for this event
JOIN US FOR FOR OUR NUTS & BOLTS SESSION
JUNE 11, 2024
8:30 - 9:30 a.m.
(No Breakfast)
The Catholic Foundation
12222 Merit Drive, Suite 850, Dallas
RSVP DEADLINE:
Tuesday, June 4 (5:00 p.m.)
DISCUSSION HOSTED BY:
ERIC RICE
(Planned Giving Officer, Ocean Conservancy)
TOPIC:
My First QCD-CGA. What Could Possibly Go Wrong?
How do gift annuities actually work? Are they the same
as commercial annuities? Are QCD funded CGAs all
they are cracked up to be? This session will examine the
importance of QCD funded CGAs and how to avoid some
common mistakes.
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
