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
In Collaboration with Communities Foundation of Texas
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. Please note membership is INDIVIDUAL (not corporate).
Registration closes on January 24 (5:00 p.m.)
unless capacity is reached prior to that date.
Attend this course:
Course content includes:
The course will be held in person at Communities Foundation of Texas, 5500 Caruth Haven Lane, Dallas, TX 75225. . 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. The decision has been made to have January 27 virtually.
What is Charitable Gift Planning? -1/27/22
• Introduction and overview of course
Establishing the Program - 2/24/22
Donor-Centered Marketing - 3/31/22
Different Tools for Family Needs – 4/28/22
Working with donors on the charitable aspect
of financial, estate and legacy planning
What Your Donor Should Expect - 5/12/22
Making the Program Work - 5/26/22
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, HighGround Trust Company, Parkland Foundation, Southern Methodist University, Texas Presbyterian Foundation, The Catholic Foundation, University of Texas at Dallas and Wells Fargo Private Bank.
We sincerely appreciate their time & commitment to the program.
Class time: 2:00-4:00 p.m.
Each class will begin 15 minutes prior to the class starting to allow for networking.
The course will be held at Communities Foundation of Texas, 5500 Caruth Haven Lane, Dallas, TX 75225
For more information
Contact Gift Planning on the Run Chair, Randal Daugherty