Upcoming Events

  • Gifts that Went Wrong
    03/10/2026 11:30 AM
    Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)
  • Nuts & Bolts Round Table
    04/07/2026 8:30 AM
    The Catholic Foundation
  • Legislative Update
    05/19/2026 11:30 AM
    Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)
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Download 2026 Brochure For All Programs/Events 

Upcoming events

  • Gifts that Went Wrong

    • 03/10/2026
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    REGISTRATION OPENS PRIOR TO EACH MEETING
    WALK-INS ARE NOT GUARANTEED A MEAL
    CASH OR CHECK AT THE DOOR: $15
    JOIN US FOR FOR OUR GENERAL MEETING


    MARCH 10

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, MARCH 3 (5:00 p.m.)


    PATIENCE BOUDREAUX

    AND

    AMANDA KIERNAN MARTIN


    GIFTS THAT WENT WRONG


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


    TO MAKE YOUR RESERVATION:

    Click on the Link Below:


    PAYMENT IS DUE AT TIME OF REGISTRATION

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

    SPONSORED BY:

    Dallas Jewish Community Foundation

    We Would Like to Thank All of Our 2026 Sponsors:

    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

    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 Round Table

    • 04/07/2026
    • 8:30 AM - 9:30 AM
    • The Catholic Foundation


    REGISTRATION OPENS CLOSER TO MEETING DATE
    The Nuts and Bolts Round Table is a Small Group (max 30) and Friendly to Beginners
    JOIN US FOR FOR OUR NUTS & BOLTS ROUND TABLE

    APRIL 7

    8:30 - 9:30 a.m.

    (No Breakfast)

    The Catholic Foundation

    12222 Merit Drive, Suite 850, Dallas


    RSVP DEADLINE:

    Tuesday, MARCH 31 (5:00 p.m.)


     TBA


    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the below  "Event" Link

    We Would Like to Thank All of Our 2026 Sponsors:

    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

    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

  • Legislative Update

    • 05/19/2026
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    REGISTRATION OPENS CLOSER TO MEETING DATE
    WALK-INS ARE NOT GUARANTEED A MEAL
    CASH OR CHECK AT THE DOOR: $15
    JOIN US FOR FOR OUR GENERAL MEETING


    MAY 19

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, 12 (5:00 p.m.)


    MICHAEL KENYON


    LEGISLATIVE UPDAE


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


    TO MAKE YOUR RESERVATION:

    Click on the Link Below:


    PAYMENT IS DUE AT TIME OF REGISTRATION

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

    SPONSORED BY:

    HighGround Advisors, Texas Presbyterian Foundation and Bank of America-Philanthropic Solutions

    We Would Like to Thank All of Our 2026 Sponsors:

    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

    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 Round Table

    • 06/09/2026
    • 8:30 AM - 9:30 AM
    • The Catholic Foundation


    REGISTRATION OPENS CLOSER TO MEETING DATE
    The Nuts and Bolts Round Table is a Small Group (max 30) and Friendly to Beginners
    JOIN US FOR FOR OUR NUTS & BOLTS ROUND TABLE

    JUNE 9

    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.)


     TBA


    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the below  "Event" Link

    We Would Like to Thank All of Our 2026 Sponsors:

    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

    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

  • Macro/Micro of Annual Giving

    • 08/11/2026
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    REGISTRATION OPENS CLOSER TO MEETING DATE
    WALK-INS ARE NOT GUARANTEED A MEAL
    CASH OR CHECK AT THE DOOR: $15
    JOIN US FOR FOR OUR GENERAL MEETING


    AUGUST 11

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, AUGUST 4 (5:00 p.m.)


    MARY BUTLER


    MACRO/MICRO OF ANNUAL GIVING


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


    TO MAKE YOUR RESERVATION:

    Click on the Link Below:


    PAYMENT IS DUE AT TIME OF REGISTRATION

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

    SPONSORED BY:

    Children's Medical Center Foundation, The Dallas Foundation

    and Farmers National Company

    We Would Like to Thank All of Our 2026 Sponsors:

    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

    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

    • 09/15/2026
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    REGISTRATION OPENS CLOSER TO MEETING DATE
    WALK-INS ARE NOT GUARANTEED A MEAL
    CASH OR CHECK AT THE DOOR: $15
    JOIN US FOR FOR OUR GENERAL MEETING


    SEPTEMBER 15

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, SEPTEMBER 8 (5:00 p.m.)


    DONOR PANEL



    There is no continuing education credit for attorneys, financial planners and accountants.


    TO MAKE YOUR RESERVATION:

    Click on the Link Below:


    PAYMENT IS DUE AT TIME OF REGISTRATION

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

    SPONSORED BY:

    C3 Financial Partners, Heritage Auctions and Communities Foundation of Texas 

    We Would Like to Thank All of Our 2026 Sponsors:

    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

    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 Round Table

    • 10/06/2026
    • 8:30 AM - 9:30 AM
    • The Catholic Foundation


    REGISTRATION OPENS CLOSER TO MEETING DATE
    The Nuts and Bolts Round Table is a Small Group (max 30) and Friendly to Beginners
    JOIN US FOR FOR OUR NUTS & BOLTS ROUND TABLE

    OCTOBER 6

    8:30 - 9:30 a.m.

    (No Breakfast)

    The Catholic Foundation

    12222 Merit Drive, Suite 850, Dallas


    RSVP DEADLINE:

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


     TBA


    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the below  "Event" Link

    We Would Like to Thank All of Our 2026 Sponsors:

    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

    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

  • One Big Beautiful Bill

    • 11/10/2026
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    REGISTRATION OPENS CLOSER TO MEETING DATE
    WALK-INS ARE NOT GUARANTEED A MEAL
    CASH OR CHECK AT THE DOOR: $15
    JOIN US FOR FOR OUR GENERAL MEETING


    NOVEMBER 10

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, NOVEMBER 3 (5:00 p.m.)


    MARK THOMPSON


    ONE BIG BEAUTIFUL BILL


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


    TO MAKE YOUR RESERVATION:

    Click on the Link Below:


    PAYMENT IS DUE AT TIME OF REGISTRATION

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

    SPONSORED BY:

    The Catholic Foundation, McBride & Associates at Merrill Lynch Wealth Management and Saville

    We Would Like to Thank All of Our 2026 Sponsors:

    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

    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

01/13/2026 The RIFT Project
11/04/2025 Endowment Foundations, Supporting Organizations, and Alternatives
10/28/2025 Nuts & Bolts Session
09/09/2025 Donor Panel
08/05/2025 Troublesome Gifts
06/10/2025 Nuts & Bolts Session
05/20/2025 Focus on Relationships: How Legacy Circles Will Help Launch or Re-Establish a Gift Planning Program
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


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