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Download 2025 Brochure For All Programs/Events

Upcoming events

  • 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 (CDT)
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    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.)


     FOCUS 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




    Show details

  • Nuts & Bolts Session

    • 06/10/2025
    • 8:30 AM - 9:30 AM (CDT)
    • The Catholic Foundation


    Registration will open closer to event date
    JOIN US FOR FOR OUR NUTS & BOLTS SESSION

    JUNE 10, 2025

    8:30 - 9:30 a.m.

    (No Breakfast)

    The Catholic Foundation

    12222 Merit Drive, Suite 850, Dallas


    RSVP DEADLINE:

    Tuesday,  June 2 (5:00 p.m.)


     DISCUSSION TBA


    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

    P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




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  • Troublesome Gifts

    • 08/05/2025
    • 11:30 AM - 1:00 PM (CDT)
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


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

    AUGUST 5, 2025

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, July 29 (5:00 p.m.)


     TROUBLESOME GIFTS


    KENT WEIMER


    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:

    HighGround Advisors, C3 Financial Partners and Farmers National Company

    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




    Show details

  • Donor Panel - TBA

    • 09/09/2025
    • 11:30 AM - 1:00 PM (CDT)
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


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

    SEPTEMBER 9, 2025

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, September 2 (5:00 p.m.)


     DONOR PANEL


    TBA


    There is no continuing education credit 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 Dallas Foundation, Heritage Auctions and Saville

    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




    Show details

  • Nuts & Bolts Session

    • 10/14/2025
    • 8:30 AM - 9:30 AM (CDT)
    • The Catholic Foundation


    Registration will open closer to event date
    JOIN US FOR FOR OUR NUTS & BOLTS SESSION

    OCTOBER 14, 2025

    8:30 - 9:30 a.m.

    (No Breakfast)

    The Catholic Foundation

    12222 Merit Drive, Suite 850, Dallas


    RSVP DEADLINE:

    Tuesday,  October 7 (5:00 p.m.)


     DISCUSSION TBA


    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

    P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    Show details

  • UPMIFA/Endowments/Restricted Gifts

    • 11/04/2025
    • 11:30 AM - 1:00 PM (CST)
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


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

    NOVEMBER 4, 2025

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, October 28 (5:00 p.m.)


     UPMIFA/ENDOWMENTS/RESTRICTED GIFTS


    DANIKA MENDRYGAL


    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:

    Southwestern Medical Foundation, Communities Foundation of Texas, Armanino

    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




    Show details

Past events

04/08/2025 Nuts & Bolts Session
03/27/2025 Gift Planning On the Run
03/11/2025 Problems to Avoid
01/14/2025 Uncovering Donor Dreams
11/12/2024 Financial Planning Trends that Impact Charitable Giving
10/15/2024 Integrating Major Gifts with Planned Giving and Utilizing Metrics to Foster Collaboration
09/26/2024 From Transaction to Transformation
09/10/2024 Donor Panel
06/11/2024 Nuts & Bolts Session
05/21/2024 DEI Deep In The Heart of Texas
04/18/2024 Join DCCGP for Our Spring Social Event!
04/09/2024 Nuts & Bolts Session
03/21/2024 Gift Planning On the Run
03/12/2024 Understanding the Essentials of a Planned Giving Program
02/13/2024 Study of High Net-Worth Philanthropy
01/16/2024 Integrating Major Gifts with Planned Giving and Utilizing Metrics to Foster Collaboration
11/15/2023 Join DCCGP for Our Fall Social Event!
11/14/2023 Moving Prospects Through The Donor or Client Life Cycle
10/10/2023 Cyber Security for Nonprofits
09/12/2023 Working with Individuals to Create Their Charitable Legacy
06/13/2023 Roundtable Discussion
05/25/2023 Join DCCGP for Our Spring Social Event!
05/16/2023 Defining Your Giving Style
03/14/2023 Improving the Odds of Multi-Generational Success
01/26/2023 Gift Planning On the Run
01/10/2023 Unplanned Giving: Preparing for Windfalls
11/08/2022 Buster Mayberry
10/11/2022 Nuts & Bolts Session: Round Table Discussion
09/13/2022 Join DCCGP for Our Fall Social Event!
06/14/2022 Nuts & Bolts Session: Equipping Your Planned Giving Toolbox with the Right Tools
05/17/2022 Endowment Funds
04/27/2022 Join DCCGP for Our Spring Social Event!
04/12/2022 Nuts & Bolts Session: Marketing Funnel
03/08/2022 Mission Driven Investment
02/08/2022 Nuts & Bolts Session
01/27/2022 Gift Planning On the Run
01/11/2022 Bank of America High Net Worth Philanthropy Study
12/14/2021 My Six Secrets for Work and Life Success
11/09/2021 Family Philanthropy: Five Essential Conversations for Advisors and Nonprofit Gift Planners
10/19/2021 Join DCCGP for Our Fall Social Event!
10/12/2021 Charitable Remainder Trusts Funded with Real Estate: A Winning Solution for Donors and Charities
09/14/2021 Philanthropic Panel Discussion
06/23/2021 SUMMER SOCIAL EVENT - Members and Prospective Members Welcome

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.
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Contact us

Email DCCGP


Copyright 2025 Dallas Council of Charitable Gift Planners