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
