Upcoming Events

Follow Us

Log in

Log in

Gift Planning On The Run


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

Sponsored by David Rosenberg and Jonathan Blum of Holland & Knight

Dallas Council of Charitable Gift Planners
In Collaboration with Communities Foundation of Texas

Below is the 2024 course information

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.


Members of Dallas Council of Charitable Gift Planners: $150

AFP Members: $150

CGP Members: $150

Non-Members: $250

Please note membership is INDIVIDUAL (not corporate).

Registration closes on March 14 (5:00 p.m.)

unless capacity is reached prior to that date.

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 in person at Communities Foundation of Texas, 5500 Caruth Haven Lane, Dallas, TX 75225.  . The class time is 1:00-3:00 p.m.  (no virtual option).  The classroom will be available at 12:45 p.m. Each session will include 1.5 hours of presentation with break and 30 minutes of workshop time. A certificate will be provided for all participants at the completion of the series.

What is Charitable Gift Planning? -3/21/24

‚Äč•    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

Gift Vehicles and Non-Cash Assets - 4/4/24

Gift Planning Donors and Prospecting - 4/18/24

    Donor-Centric Marketing & Stewardship - 5/2/24

    Making the Program Work - 5/16/24

    All facilitators are volunteers. 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 Foundation, C3 Financial Partners,  Children's Health, HighGround Trust Company, Parkland Foundation, Southern Methodist University, Texas Presbyterian Foundation, The Catholic Foundation, University of Texas at Arlington, University of Texas at Dallas and Wells Fargo Private Bank.

    We sincerely appreciate their time & commitment to the program.


    Class time: 1:00-3:00 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, Kelsey Picken


    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 2024 Dallas Council of Charitable Gift Planners