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:
MARCH 3 (5:00 p.m.)
PATIENCE BOUDREAUX
GIFTS THAT WENT WRONG
We will all have that moment in our careers where a gift that seemed to be going well suddenly goes wrong or where a completed gift, either one of your own or one by a predecessor, is now clearly in trouble. While our training is often around how to establish a gift properly, we rarely get a peek at how to handle things when the unexpected occurs and things start to go awry. In this session, we’ll share real examples of gifts we and our peers have experienced and share the fact patterns that highlight red flags to look for, how to build gift policies and procedures that help you vet gifts and donors, and how to communicate with donors about mistakes and challenges in ways that build confidence and trust. In a profession where we’re often expected to be experts in a lot of things (Real estate! Stock! Taxes! Art! Jewelry! Stamps?), how do you navigate the complexity and figure out a path forward when it seems to be going wrong?
Patience Boudreaux is the President of Adventist Health Rideout Foundation in Marysville, CA, where she is leading efforts to inspire the community to invest philanthropically to improve the well-being of the Yuba-Sutter area. She's spent more than 18 years in higher education and health care fundraising with experience in annual, major, and planned giving. She earned her BA from Johns Hopkins, her MBA from the Drucker School of Management, and is a certified specialist in planned giving and certified fundraising executive. She currently serves of the boards of Southern California Council of Charitable Gift Planners and Northern California Planned Giving Council.
There is continuing education credit pending approval for attorneys, financial planners and accountants.
TO MAKE YOUR RESERVATION:
Click on the Link Below:
https://www.dallascharitablegiftplanners.org/event-6488355
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
