Please note when registering -
DCCGP, 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
2:00 - 4:00 p.m.
2023 Course Information
Schedule: The course is comprised of six modules. The class time is 2:00-4:00 p.m. The classroom will be available at 1:45 p.m. to allow time for networking before class begins at 2:00 p.m.
Location:
Classes will be held in person at Communities Foundation of Texas, 5500 Caruth Haven Lane, Dallas, Texas 75225.
Curriculum:
1/26/23 Module 1: What is Charitable Gift Planning?
2/23/23 Module 2: Establishing a Program
3/23/23 Module 3: Donor-Centered Marketing
4/27/23 Module 4: Different Tools for Family Needs
5/11/23 Module 5: What Your Donor Should Expect
5/25/22 Module 6: Making the Program Work
All facilitators are volunteers. They bring a total of over 200 years of gift planning experience and insight to this important course. Our facilitators represent organizations such as: C3 Financial Partners, Children’s Health, Parkland Foundation, Southern Methodist University, Texas Presbyterian Foundation, The Catholic Foundation, University of Texas at Dallas, Wells Fargo Private Bank.
Cost: Get all six modules for only $200! Special discount pricing of $100 for current members of the Dallas Council of Charitable Gift Planners, Association of Fundraising Professionals or the National Association of Charitable Gift Planners.
Full participation in GPOTR is applicable for 12 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.
SPACE IS LIMITED
Registration closes on January 20, 2023 (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: Randal Daugherty at (214) 648-3069 or by email at randal.daugherty@utsouthwestern.edu
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
