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    • 10/11/2022
    • 8:00 AM - 9:00 AM
    • The Catholic Foundation


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


    OCTOBER 11, 2022


    We Are Meeting "In Person" 

    (virtual option not available)


    8:00 - 9:00 a.m.


    RSVP DEADLINE:

    Wednesday, October 5, 2022 (5:00 p.m.)


    Round Table Discussion





    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    Dallas Jewish Community Foundation


    We Would Like to Thank All of Our 2022 Sponsors:

    Communities Foundation of Texas

    C3 Financial Partners

    The Dallas Foundation

    Dallas Jewish Community Foundation

    Heritage Auctions

    HighGround Advisors

    PNC Institutional Asset Management

    Southern Methodist University

    Holland & Knight

    Texas Presbyterian Foundation

    Location Sponsors:

    Center for Brain Health at UTD

    The Catholic Foundation

    Communities Foundation of Texas


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 11/08/2022
    • 11:30 AM - 1:00 PM
    • TBA


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


    NOVEMBER 8, 2022


    We Are Meeting "In Person" 

    (virtual option not available)

    (Box Lunch Will Be Provided)


    11:30 - 1:00 p.m.


    RSVP DEADLINE:

    Wednesday, November 2, 2022 (5:00 p.m.)


    Buster Mayberry

    Kent Weimer (TBD Babs Yeager)





    TO MAKE YOUR RESERVATION:

    Click on the above "Register" Button

    or

    Go to the Website:

    www.dallascharitablegiftplanners.org


    SPONSORED BY:

    Heritage Auctions


    We Would Like to Thank All of Our 2022 Sponsors:

    Communities Foundation of Texas

    C3 Financial Partners

    The Dallas Foundation

    Dallas Jewish Community Foundation

    Heritage Auctions

    HighGround Advisors

    PNC Institutional Asset Management

    Southern Methodist University

    Holland & Knight

    Texas Presbyterian Foundation

    Location Sponsors:

    Center for Brain Health at UTD

    The Catholic Foundation

    Communities Foundation of Texas


    DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

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

    www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com




    • 01/26/2023
    • 2:00 PM - 4:00 PM
    • Communities Foundation of Texas
    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


    2:00 - 4:00 p.m.


    2023 Course Information

    Schedule The course is comprised of six modules.  The class time is 2:00-4:00 p.m. The classroom will be available at 1:45 p.m. to allow time for networking before class begins at 2:00 p.m.

    Location:

    Classes will be held in person at Communities Foundation of Texas, 5500 Caruth Haven Lane, Dallas, Texas 75225.  

    Curriculum:

    1/26/23           Module 1:  What is Charitable Gift Planning? 

    2/23/23           Module 2:  Establishing a Program                           

    3/23/23           Module 3:  Donor-Centered Marketing                     

    4/27/23           Module 4:  Different Tools for Family Needs            

    5/11/23           Module 5:  What Your Donor Should Expect            

    5/25/22           Module 6:  Making the Program Work                      

    All facilitators are volunteers. They bring a total of over 200 years of gift planning experience and insight to this important course.  Our facilitators represent organizations such as:  C3 Financial Partners, Children’s Health, Parkland Foundation, Southern Methodist University, Texas Presbyterian Foundation, The Catholic Foundation, University of Texas at Dallas, Wells Fargo Private Bank. 

     Cost Get all six modules for only $200!  Special discount pricing of $100 for current members of the Dallas Council of Charitable Gift Planners, Association of Fundraising Professionals or the National Association of Charitable Gift Planners.

    Full participation in GPOTR is applicable for 12 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.

    SPACE IS LIMITED  

    Registration closes on January 20, 2023 (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: Randal Daugherty at (214) 648-3069 or by email at randal.daugherty@utsouthwestern.edu

    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




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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