REGISTRATION IS CLOSED FOR THIS EVENT

WALK-INS ARE NOT GUARANTEED A MEAL

JOIN US FOR FOR OUR GENERAL MEETING

Note: meal prices have been reduced to $15!

Invite your colleagues to attend!

MAY 20, 2025

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas

(Lunch Will Be Provided)

RSVP DEADLINE:

Tuesday, May 13 (5:00 p.m.)

 FOCUS ON RELATIONSHIPS: 

HOW LEGACY CIRCLES HELP LAUNCH OR

RE-ESTABLISH A GIFT PLANNING

PROGRAM

MICHAEL GEORGE

 ANNA LEBLANC

Join us as we explore how legacy circles can be used not only to retain donors, but also to attract them to your planned giving program. Give your donors the opportunity to be a part of your organization's "family" now and forever by building and maintaining a legacy circle that allows you to deepen partnerships with your best donors.

Michael George is a Senior Development Officer and has been with The Catholic Foundation for more than 25 years. He is responsible for developing and cultivating donor relationships, and assisting individuals and families with donor-advised funds, permanent endowments and planned gifts to the Foundation. Michael is a member of The Dallas Council of Charitable Gift Planners, The Estate Planning Council of North Texas, is a past president of the Dallas Chapter of the Association of Fundraising Professionals and has served on the board of the Dallas Estate Planning Council. He is also a past Chairman of the Stewardship Council at his home parish of St. Rita Catholic Community, where he has been a member since 1985.

Anna LeBlanc is a Senior Development Officer with The Catholic Foundation and has more than 34 years of experience in nonprofit development. In her role at the Foundation, Anna is responsible for developing and cultivating donor relationships, assisting individuals and families with donor-advised funds and planned gifts. She also helps organizations in the Catholic Diocese of Dallas with their planned giving programs and establishing endowments. Anna is a Chartered Advisor in Philanthropy, a past president and current member of the Dallas Council of Charitable Gift Planners, a member of the Estate Planning Council of North Texas and is on the Board of Governors of the Dallas Estate Planning Council.

There is continuing education credit pending for attorneys, financial planners and accountants. CE links will be distributed the day prior to the meeting.

TO MAKE YOUR RESERVATION:

Click on the above  "Event" Link

or

Go to the Website:

www.dallascharitablegiftplanners.org

Payment is Required with Registration

NOTE: If the payment link is not accessible on a company computer, please use a personal computer

SPONSORED BY:

The Catholic Foundation and Bank of America-Philanthropic Solutions

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