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Gift Planning On the Run

  • 03/27/2025
  • 11:30 AM - 1:30 PM
  • Communities Foundation of Texas
  • 24

Registration


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Please note when registering -

DCCGP, Lone Star Council, 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


11:30 - 1:30 p.m.


2025 Course Information

NOTE: THIS IS A 5 MODULE COURSE

Schedule The course is comprised of five modules.  The class time is 11:30-1:30 p.m.  Each class will be comprised of 1.5 hours of presentation and a 30-minute workshop and includes a lunch box.

Location:

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

5500 Caruth Haven Lane, Dallas, Texas 75225  

Curriculum:

3/27/25  Module 1:  What is Charitable Gift Planning?

4/10/25  Module 2:  Gift Planning Vehicles & Non-cash Assets

4/24/25  Module 3:  Gift Planning Donors & Prospecting        

5/08/25  Module 4:  Donor-Centric Marketing & Stewardship

5/22/25   Module 5:  Making the Program Work          

 Cost

Get all five modules for only $249! A special discount price of $149 is available for DCCGP members, Lone Star Council members, current members of the Association of Fundraising Professionals or the National Association of Charitable Gift Planners. 

SPACE IS LIMITED  

Registration closes on  March 13 (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