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