Upcoming Events

Follow Us


Menu
Log in

Log in

Gift Planning On the Run

  • 03/21/2024
  • 1:00 PM - 3:00 PM
  • Communities Foundation of Texas
  • 12

Registration


Register




Please note when registering -

DCCGP, CGP and AFP

membership is

"individual" (not "corporate")


GIFT PLANNING ON THE RUN

A course for busy development professionals to learn the basics of charitable gift planning


Presented by:

Dallas Council of Charitable Gift Planners

In collaboration with Communities Foundation of Texas


Sponsored by Jonathan Blum and David Rosenberg

of Holland & Knight


1:00 - 3:00 p.m.


2024 Course Information

NOTE: THIS IS A 5 MODULE COURSE

Schedule The course is comprised of five modules.  The class time is 1:00-3:00 p.m. The classroom will be available at 12:45 p.m. to allow time for networking before class begins at 1:00 p.m.

Location:

Classes will be held in person at Communities Foundation of Texas,

5500 Caruth Haven Lane, Dallas, Texas 75225  

Curriculum:

3/21/24  Module 1:  What is Charitable Gift Planning?

4/04/24  Module 2:  Gift Planning Vehicles & Non-cash Assets

4/18/24  Module 3:  Gift Planning Donors & Prospecting        

5/02/24  Module 4:  Donor-Centric Marketing & Stewardship

5/16/24   Module 5:  Making the Program Work          

All facilitators are volunteers. Together, they bring a total of over a century of gift planning experience and insight to this important course. Our past facilitators have represented organizations such as: Buckner International, Children’s Health, Parkland Foundation, Southern Methodist University, Texas Presbyterian Foundation, The Catholic Foundation, University of Texas at Arlington and Wells Fargo Private Bank 

 Cost

Get all five modules for only $250! A special discount price of $150 is available for DCCGP members, current members of the Association of Fundraising Professionals or the National Association of Charitable Gift Planners. 

Credit:

Full participation in Gift Planning on the Run is applicable for 10 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

SPACE IS LIMITED  

Registration closes on  March 14 (5:00 p.m.) unless capacity is reached prior to that date

To register, go to www.dallascharitablegiftplanners.org  (look under the “Programs” tab)

For more information contact:

Course Chair: Kelsey Picken, kelsey.picken@childrens.com

or

Dallas CGP Council Executive Director:  Teresa Moore at dallascharitablegiftplanners@gmail.com


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.

Contact us


Copyright 2024 Dallas Council of Charitable Gift Planners