Upcoming Events
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01/14/2025 11:30 AMCommunities Foundation of Texas (5500 Caruth Haven Lane, Dallas)
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03/11/2025 11:30 AMCommunities Foundation of Texas (5500 Caruth Haven Lane, Dallas)
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04/08/2025 8:30 AMThe Catholic Foundation
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Gift Planning On The Run
REGISTRATION IS AVAILABLE HERE
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. SPACE IS LIMITED! 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:
Course content includes:
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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 • Introduction and overview of course
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. |
Schedule Class time: 1:00-3:00 p.m. Each class will begin 15 minutes prior to the class starting to allow for networking. | Location 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 kelsey.picken@childrens.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.
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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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