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Focus on Relationships: How Legacy Circles Will Help Launch or Re-Establish a Gift Planning Program

  • 05/20/2025
  • 11:30 AM - 1:00 PM
  • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)

Registration


REGISTRATION OPENS CLOSER TO MEETING DATE
JOIN US FOR FOR OUR GENERAL MEETING

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.)


 UFOCUS ON RELATIONSHIPS:

HOW LEGACY CIRCLES HELP LAUNCH OR 

RE-ESTABLISH A GIFT PLANNING PROGRAM


MICHAEL GEORGE AND ANNA LEBLANC


There is continuing education credit pending for attorneys, financial planners and accountants. .


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:

The Catholic Foundation, 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




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


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