JOIN US FOR FOR OUR GENERAL MEETING
JANUARY 14, 2025
11:30 - 1:00 p.m.
Communities Foundation of Texas
5500 Caruth Haven Lane, Dallas
(Lunch Will Be Provided)
RSVP DEADLINE:
Tuesday, January 7 (5:00 p.m.)
UNCOVERING DONOR DREAMS
MIKE ALLEN
Prospective donors often need help in clarifying and framing how they want to touch the world. This presentation is a summary of how the speaker has learned to help them better define their charitable dreams. This presentation will assist in refining how to speak with and guide donors in need of assistance.
Mike Allen is board certified in estate planning and probate law, fellow in the American College of Trust & Estate Counsel, Super Lawyer: Trusts & Estates for 20 years, Best Lawyers in America: Trusts & Estates. He serves as a member of numerous professional organizations and regularly teaches seminars on various aspects of business succession and estate planning. Mike gives much today with his eye on making a better tomorrow.
There is continuing education credit pending for attorneys, financial planners and accountants. A CE submission link will be distributed to the attendees if approved.
TO MAKE YOUR RESERVATION:
Click on the above "Event" Link
or
Go to the Website:
www.dallascharitablegiftplanners.org
NOTE: If the payment link is not accessible on a company computer, please use a personal computer
SPONSORED BY:
Texas Presbyterian Foundation, Children's Medical Center Foundation and Merit Financial Advisors
We Would Like to Thank All of Our 2025 Sponsors:
Armanino
Bank of America - Philanthropic Solutions
Children's Medical Center Foundation
Communities Foundation of Texas
C3 Financial Partners
Dallas Jewish Community Foundation
Farmers National Company
Heritage Auctions
HighGround Advisors
McBride & Associates at Merrill Lynch Wealth Management
Merit Financial Advisors
Robin Glen
Saville
Southwestern Medical Foundation
Texas Presbyterian Foundation
The Catholic Foundation
The Dallas Foundation
DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS
P.O. BOX 38553, DALLAS, TX 75238 | 214-221-5170
www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com
