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    • 03/12/2024
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)
    Register


    JOIN US FOR FOR OUR GENERAL MEETING

    MARCH 12, 2024

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

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


     UNDERSTANDING THE ESSENTIALS OF

    A PLANNED GIVING PROGRAM



    Katrina Pipasts

    Whether your organization is launching a planned giving program or revitalizing an established one, it success requires best practices to guide the staff and board in cultivating the donor base. Successful programs incorporate key elements, regardless of the nonprofit’s size. An organization with a successful planned giving program finds way to incorporate most, if not all, of the elements into a cohesive and cooperative process. In this interactive session, participants will rank the elements as it pertains to their nonprofit. Join the discussion and share stories of what works (and does not) at your respective nonprofits.

    Katrina M. Pipasts is the National Director of Planned Giving Services for Northern Trust and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients. She works with a variety of nonprofits to develop and implement best practices for successful planned giving programs.

    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    Texas Presbyterian Foundation and Children's Medical Center Foundation


    We Would Like to Thank All of Our 2024 Sponsors:

    Children's Medical Center Foundation

    Communities Foundation of Texas

    C3 Financial Partners

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    Merit Financial Advisors

    Southwestern Medical Foundation

    ThinkGiving

    Texas Presbyterian Foundation

    The Catholic Foundation

    The Dallas Foundation

    Jonathan Blum and David Rosenberg of Holland & Knight, LLP


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 03/21/2024
    • 1:00 PM - 3:00 PM
    • Communities Foundation of Texas
    • 12
    Register




    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


    Sponsored by Jonathan Blum and David Rosenberg

    of Holland & Knight


    1:00 - 3:00 p.m.


    2024 Course Information

    NOTE: THIS IS A 5 MODULE COURSE

    Schedule The course is comprised of five modules.  The class time is 1:00-3:00 p.m. The classroom will be available at 12:45 p.m. to allow time for networking before class begins at 1:00 p.m.

    Location:

    Classes will be held in person at Communities Foundation of Texas,

    5500 Caruth Haven Lane, Dallas, Texas 75225  

    Curriculum:

    3/21/24  Module 1:  What is Charitable Gift Planning?

    4/04/24  Module 2:  Gift Planning Vehicles & Non-cash Assets

    4/18/24  Module 3:  Gift Planning Donors & Prospecting        

    5/02/24  Module 4:  Donor-Centric Marketing & Stewardship

    5/16/24   Module 5:  Making the Program Work          

    All facilitators are volunteers. Together, they bring a total of over a century of gift planning experience and insight to this important course. Our past facilitators have represented organizations such as: Buckner International, Children’s Health, Parkland Foundation, Southern Methodist University, Texas Presbyterian Foundation, The Catholic Foundation, University of Texas at Arlington and Wells Fargo Private Bank 

     Cost

    Get all five modules for only $250! A special discount price of $150 is available for DCCGP members, current members of the Association of Fundraising Professionals or the National Association of Charitable Gift Planners. 

    Credit:

    Full participation in Gift Planning on the Run is applicable for 10 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

    SPACE IS LIMITED  

    Registration closes on  March 14 (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: Kelsey Picken, kelsey.picken@childrens.com

    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




    • 04/09/2024
    • 8:30 AM - 9:30 AM
    • The Catholic Foundation


    REGISTRATION IS NOT AVAILABLE AT THIS TIME
    JOIN US FOR FOR OUR NUTS & BOLTS SESSION


    APRIL 9, 2024

    8:30 - 9:30 a.m.

    The Catholic Foundation

    12222 Merit Drive, Suite 850, Dallas


    (No Breakfast)


    RSVP DEADLINE:

    Tuesday, April 2 (5:00 p.m.)


     MY FIRST QCD-CGA

    WHAT COULD POSSIBLY GO WRONG?


    Speaker:

    ERIC RICE





    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    JONATHAN BLUM AND DAVID ROSENBERG

    OF HOLLAND & KNIGHT, LLP



    We Would Like to Thank All of Our 2024 Sponsors:

    Children's Medical Center Foundation

    Communities Foundation of Texas

    C3 Financial Partners

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    Merit Financial Advisors

    Southwestern Medical Foundation

    ThinkGiving

    Texas Presbyterian Foundation

    The Catholic Foundation

    The Dallas Foundation

    Jonathan Blum and David Rosenberg of Holland & Knight, LLP


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 05/21/2024
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    REGISTRATION IS NOT AVAILABLE AT THIS TIME
    JOIN US FOR FOR OUR GENERAL MEETING


    MAY 21, 2024

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

    Tuesday, May 14 (5:00 p.m.)


     DEI EFFORTS AND CHALLENGES IN TEXAS


    Speaker:


    Yolanda Johnson


    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:



    We Would Like to Thank All of Our 2024 Sponsors:

    Children's Medical Center Foundation

    Communities Foundation of Texas

    C3 Financial Partners

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    Merit Financial Advisors

    Southwestern Medical Foundation

    ThinkGiving

    Texas Presbyterian Foundation

    The Catholic Foundation

    The Dallas Foundation

    Jonathan Blum and David Rosenberg of Holland & Knight, LLP


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 06/11/2024
    • 8:30 AM - 9:30 AM
    • The Catholic Foundation


    REGISTRATION IS NOT AVAILABLE AT THIS TIME
    JOIN US FOR FOR OUR NUTS & BOLTS SESSION


    JUNE 11, 2024

    8:30 - 9:30 a.m.

    The Catholic Foundation

    12222 Merit Drive, Suite 850, Dallas


    (No Breakfast)


    RSVP DEADLINE:

    Tuesday,  June 4 (5:00 p.m.)


     ROUNDTABLE

    TOPIC TBA


    Speaker:

    TBA






    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    JONATHAN BLUM AND DAVID ROSENBERG

    OF HOLLAND & KNIGHT, LLP


    We Would Like to Thank All of Our 2024 Sponsors:

    Children's Medical Center Foundation

    Communities Foundation of Texas

    C3 Financial Partners

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    Merit Financial Advisors

    Southwestern Medical Foundation

    ThinkGiving

    Texas Presbyterian Foundation

    The Catholic Foundation

    The Dallas Foundation

    Jonathan Blum and David Rosenberg of Holland & Knight, LLP


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 09/10/2024
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    REGISTRATION IS NOT AVAILABLE AT THIS TIME
    JOIN US FOR FOR OUR GENERAL MEETING


    September 10, 2024

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

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


     DONOR PANEL 


    Speakers:


    TBA


    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:



    We Would Like to Thank All of Our 2024 Sponsors:

    Children's Medical Center Foundation

    Communities Foundation of Texas

    C3 Financial Partners

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    Merit Financial Advisors

    Southwestern Medical Foundation

    ThinkGiving

    Texas Presbyterian Foundation

    The Catholic Foundation

    The Dallas Foundation

    Jonathan Blum and David Rosenberg of Holland & Knight, LLP


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 11/12/2024
    • 11:30 AM - 1:00 PM
    • Communities Foundation of Texas (5500 Caruth Haven Lane, Dallas)


    REGISTRATION IS NOT AVAILABLE AT THIS TIME
    JOIN US FOR FOR OUR GENERAL MEETING


    NOVEMBER 12, 2024

    11:30 - 1:00 p.m.

    Communities Foundation of Texas

    5500 Caruth Haven Lane, Dallas


    (Lunch Will Be Provided)


    RSVP DEADLINE:

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


     FINANCIAL PLANNING TRENDS

    THAT IMPACT CHAIRTABLE GIVING


    Speaker:

    TBA



    There are no continuing education credits for this presentation.


    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:



    We Would Like to Thank All of Our 2024 Sponsors:

    Children's Medical Center Foundation

    Communities Foundation of Texas

    C3 Financial Partners

    Dallas Jewish Community Foundation

    Farmers National Company

    Heritage Auctions

    HighGround Advisors

    Merit Financial Advisors

    Southwestern Medical Foundation

    ThinkGiving

    Texas Presbyterian Foundation

    The Catholic Foundation

    The Dallas Foundation

    Jonathan Blum and David Rosenberg of Holland & Knight, LLP


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




Past events

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.

Contact us


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