Upcoming Events

Follow Us


Menu
Log in

Log in

Upcoming events

    • 03/14/2023
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas


    JOIN US FOR FOR OUR GENERAL MEETING


    MARCH 14, 2023

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Box Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, March 7 (5:00 p.m.)


     IN SEARCH OF 'FAMILY GLUE':

    IMPROVING THE ODDS OF

    MULTI-GENERATIONAL SUCCESS


    Speaker:

    Marvin Blum


    Additional Details to Follow.

    Reservations not available at this time



    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    The Dallas Foundation and C3 Financial Partners


    We Would Like to Thank All of Our 2023 Sponsors:

    Communities Foundation of Texas

    C3 Financial Partners

    The Dallas Foundation

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    PNC Institutional Asset Management

    Southern Methodist University

    Southwestern Medical Foundation

    Holland & Knight

    Texas Presbyterian Foundation


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 05/16/2023
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas


    JOIN US FOR FOR OUR GENERAL MEETING


    MAY 16, 2023

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Box Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, May 9 (5:00 p.m.)


     DEFINING YOUR GIVING STYLE


    Speaker:

    Elizabeth Liser


    Additional Details to Follow.

    Reservations not available at this time



    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    Communities Foundation of Texas and Holland & Knight


    We Would Like to Thank All of Our 2023 Sponsors:

    Communities Foundation of Texas

    C3 Financial Partners

    The Dallas Foundation

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    PNC Institutional Asset Management

    Southern Methodist University

    Southwestern Medical Foundation

    Holland & Knight

    Texas Presbyterian Foundation


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 09/12/2023
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas


    JOIN US FOR FOR OUR GENERAL MEETING


    SEPTEMBER 12, 2023

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Box Lunch Will Be Provided)


    RSVP DEADLINE:

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


     WHAT WILL YOUR LEGACY BE?

    WORKING WITH INDIVIDUALS

    TO CREATE THEIR CHARITABLE LEGACY


    Speaker:

    Cathy Sheffield


    Additional Details to Follow.

    Reservations not available at this time



    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    Dallas Jewish Community Foundation and Texas Presbyterian Foundation


    We Would Like to Thank All of Our 2023 Sponsors:

    Communities Foundation of Texas

    C3 Financial Partners

    The Dallas Foundation

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    PNC Institutional Asset Management

    Southern Methodist University

    Southwestern Medical Foundation

    Holland & Knight

    Texas Presbyterian Foundation


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 10/10/2023
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas


    JOIN US FOR FOR OUR GENERAL MEETING


    OCTOBER 10, 2023

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Box Lunch Will Be Provided)


    RSVP DEADLINE:

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


     CYBER SECURITY FOR NONPROFITS


    Speaker:

    Kyle Jekot


    Additional Details to Follow.

    Reservations not available at this time



    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    PNC Institutional Asset Management


    We Would Like to Thank All of Our 2023 Sponsors:

    Communities Foundation of Texas

    C3 Financial Partners

    The Dallas Foundation

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    PNC Institutional Asset Management

    Southern Methodist University

    Southwestern Medical Foundation

    Holland & Knight

    Texas Presbyterian Foundation


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 11/14/2023
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas


    JOIN US FOR FOR OUR GENERAL MEETING


    NOVEMBER 14, 2023

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Box Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, November 7 (5:00 p.m.)


     A MOVES MANAGEMENT LOVE STORY:

    MOVING PROSPECTS THROUGH THE

    DONOR OR CLIENT LIFE CYCLE


    Speaker:

    Lisa Chmiola


    Additional Details to Follow.

    Reservations not available at this time



    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    Southwestern Medical Foundation and Farmers National Company


    We Would Like to Thank All of Our 2023 Sponsors:

    Communities Foundation of Texas

    C3 Financial Partners

    The Dallas Foundation

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    PNC Institutional Asset Management

    Southern Methodist University

    Southwestern Medical Foundation

    Holland & Knight

    Texas Presbyterian 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


Copyright 2022 Dallas Council of Charitable Gift Planners