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• Improving the Odds of Multi-Generational Success

  • When
    03/14/2023
  •  
    11:30 AM - 1:00 PM
  • Location
    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

  
  

  
  

  
  

  Show details
• Defining Your Giving Style

  • When
    05/16/2023
  •  
    11:30 AM - 1:00 PM
  • Location
    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

  
  

  
  

  
  

  Show details
• Working with Individuals to Create Their Charitable Legacy

  • When
    09/12/2023
  •  
    11:30 AM - 1:00 PM
  • Location
    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

  
  

  
  

  
  

  Show details
• Cyber Security for Nonprofits

  • When
    10/10/2023
  •  
    11:30 AM - 1:00 PM
  • Location
    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

  
  

  
  

  
  

  Show details
• Moving Prospects Through The Donor or Client Life Cycle

  • When
    11/14/2023
  •  
    11:30 AM - 1:00 PM
  • Location
    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

  
  

  
  

  
  

  Show details