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Gift Planning On The Run

Gift Planning on the Run is a course comprised of six modules designed to assist you in implementing a gift planning program.

Dallas Council of Charitable Gift Planners & Association of Fundraising Professionals, ​Greater Dallas Chapter

In Collaboration with The Dallas Foundation


Veteran gift planning professionals will lead classes that have a donor-centric marketing approach. They will demystify charitable gift and estate planning and guide you step–by–step through the process of creating a practical and successful gift planning program. Learn to create an effective program without having to become a tax expert or learning the complex details of gift planning vehicles.


SPACE IS LIMITED! Get all six modules for only $200!

Special discount pricing of $100 for current

members of Dallas Council of Charitable Gift Planners,

CGP or Association of Fundraising Professionals.


Registration closes on January 4 (5:00 p.m.)

unless capacity is reached prior to that date.

REGISTRATION IS CLOSED.

Attend this course:

    • To help donors give their ultimate gift to your charitable organization
    • If you are not sure you have the budget, time or trained staff to put a program into action
    • To move donors beyond check book philanthropy and help them make gifts of their most valuable assets

Course content includes:

    • Proven industry best practices
    • Comprehensive start–up ideas with turnkey simplicity
    • Plans and sample materials needed to get started
    • Ideas to create a marketing plan customized for your organization

Module Outline   

The course will be held using the GoToMeeting format.

What is Charitable Gift Planning? -1/7/21

​•    Introduction and overview of course

  • Organizational readiness and willingness
  • The donor life cycle and anatomy of a gift
  • Strategic integration of regular, special and ultimate gifts
  • Staffing requirements



Establishing the Program - 2/4/21

  • Elements of a successful program
  • Why bequests are a key
  • Collateral materials: brochures, documents, and fulfillment pieces
  • Gift acceptance policies
  • Ethics and model standards of practice

   Donor-Centered Marketing - 3/4/21

  • Developing the case for gift planning
  • Buy-in from the board and staff
  • Identifying and cultivating prospects
  • Customized marketing strategies that are donor centered



Different Tools for Family Needs – 4/1/21

Working with donors on the charitable aspect

of financial, estate and legacy planning

  • Exploring appropriate charitable strategies to meet the donor and family goals
  • Using charitable vehicles


What Your Donor Should Expect - 5/6/21

  • Processing gifts and acknowledgements
  • Confidential record keeping
  • Fulfilling donor intent
  • Calling in the experts
  • Creating a legacy society
  • Strategies to sustain a gift planning program


Making the Program Work - 5/27/21

  • Other policies, procedures, issues
  • Working with professional advisors
  • Resources
  • When gift planning is only part of your job
  • Next steps for your program

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: Buckner International, HighGround Trust Company, Parkland Foundation, Southern Methodist University, Texas Presbyterian Foundation, The Catholic Foundation, University of Texas at Arlington and Wells Fargo Private Bank.

We sincerely appreciate their time & commitment to the program.

Schedule

Class time: 2:30-4:30 p.m.

All modules will be held virtually.

If possible, in person networking

opportunities will be added.

Each class will begin 15 minutes prior to the class starting to allow for networking.

New this year: All will be invited to participate in the GPOTR mentoring program. Details to follow.


Location

The course will be held using the

GoToMeeting format


For more information

Contact Gift Planning on the Run Chair, Cathy Sheffield

at 817-255-2606

or

cathy.sheffield@lenapope.org


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 2021 Dallas Council of Charitable Gift Planners