Dallas Council of Charitable Gift Planners News https://dallascharitablegiftplanners.org/ Dallas Council of Charitable Gift Planners blog posts Dallas Council of Charitable Gift Planners Wild Apricot - membership management software and more en Mon, 09 Mar 2026 11:23:32 GMT Mon, 09 Mar 2026 11:23:32 GMT Tue, 28 Oct 2025 17:02:25 GMT November 4, 2025 Presentation (Danika Mendrygal) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/DCCGP%20-%20Restricted%20Gifts%20and%20Endowment%20Funds%20v.5%20(2025)%20final.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation.</a> https://dallascharitablegiftplanners.org/program-handouts/13557054 https://dallascharitablegiftplanners.org/program-handouts/13557054 Fri, 08 Aug 2025 19:44:22 GMT August 5, 2025 Presentation (Kent Weimer) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Dallas%20CGP%20Troublesome%20Gifts%20Outline%20and%20Handout.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation.</a> https://dallascharitablegiftplanners.org/program-handouts/13529889 https://dallascharitablegiftplanners.org/program-handouts/13529889 Fri, 23 May 2025 15:13:01 GMT May 20, 2021 Presentation (Michael George/Anna LeBlanc) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/May%2020%202025%20Presentation%20George%20and%20LeBlanc.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation.</a> https://dallascharitablegiftplanners.org/program-handouts/13502634 https://dallascharitablegiftplanners.org/program-handouts/13502634 Fri, 28 Feb 2025 18:47:11 GMT March 11, 2025 Presentation (Jonathan Tidd) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Avoiding%20Problems%20in%20Charitable%20Gift%20Planning.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/13469131 https://dallascharitablegiftplanners.org/program-handouts/13469131 Tue, 14 Jan 2025 21:03:30 GMT January 14, 2025 Presentation ( Mike Allen) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Jan-14-Mike-Allen-FINAL%20Handout.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/13450247 https://dallascharitablegiftplanners.org/program-handouts/13450247 Mon, 13 Nov 2023 19:55:46 GMT November 14, 2023 Presentation (Lisa Chmiola) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Moves%20Management%202023-handout.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/13278905 https://dallascharitablegiftplanners.org/program-handouts/13278905 Wed, 08 Mar 2023 19:50:58 GMT March 14, 2023 Presentation (Marvin Blum) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Presentation%203%2014%2023.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/13124466 https://dallascharitablegiftplanners.org/program-handouts/13124466 Fri, 06 Jan 2023 20:13:40 GMT January 10, 2023 Presentation (Catherine Clarke) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Unplanned%20Giving%20%20-%20%20Catherine%20Lee%20Clarke.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/13047441 https://dallascharitablegiftplanners.org/program-handouts/13047441 Wed, 11 May 2022 19:31:34 GMT May 17 Presentation (Danika Mendrygal) <p><a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/DCPGP%20-%20Restricted%20Gift%20v.1.pptx" target="_blank" class="stylizedButton buttonStyle001">May 17 Presentation 1 of 2 (Danika Mendrygal)</a></p> <p><a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/DCPGP%202022%20-%20Restricted%20Gifts%20and%20%20Endowment%20Funds%20v.3.pdf" class="stylizedButton buttonStyle001"><font color="#FFFFFF">May 17 Presentation 2 of 2 (Danika Mendrygal)</font></a><br></p> https://dallascharitablegiftplanners.org/program-handouts/12776449 https://dallascharitablegiftplanners.org/program-handouts/12776449 Fri, 04 Mar 2022 16:26:41 GMT March 8, 2022 Presentation (Nick Ashburn) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Responsible%20Investing%20Fact%20%20Sheet.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/12639907 https://dallascharitablegiftplanners.org/program-handouts/12639907 Mon, 07 Feb 2022 20:01:52 GMT February 8, 2022 Nuts & Bolts Presentation (Nicola Lawrence) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Integrated%20Marketing%20Strategy%20-%20Non%20%20Cash%20Assets.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/12582106 https://dallascharitablegiftplanners.org/program-handouts/12582106 Mon, 10 Jan 2022 16:40:23 GMT January 11, 2022 Presentation (Matt Laufman) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/2021%20BOA%20Study%20of%20Philanthropy%20%20handout.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/12252443 https://dallascharitablegiftplanners.org/program-handouts/12252443 Mon, 13 Dec 2021 20:25:22 GMT December 14, 2021 Nuts & Bolts Presentation (Elizabeth Ayers) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Handout%20-%20Dallas%20Council%20of%20Charitable%20Gift%20Planners%20-%20December%2014%20%202021.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/12189876 https://dallascharitablegiftplanners.org/program-handouts/12189876 Mon, 08 Nov 2021 16:40:58 GMT November 9 Presentation (Phil Cubeta) <p><a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Hitting%20your%20Legacy%20Home%20%20Run-Short.pdf" target="_blank" class="stylizedButton buttonStyle001">November 9, 2021 Presentation 1 of 2 (Phil Cubeta)</a></p> <p><a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/Legacy%20Home%20Run%20%20Worksheets_Dallas.pdf" target="_blank" class="stylizedButton buttonStyle001">November 9, 2021 Presentation 2 of 2 (Phil Cubeta)</a></p> <p><br></p> https://dallascharitablegiftplanners.org/program-handouts/12110380 https://dallascharitablegiftplanners.org/program-handouts/12110380 Tue, 11 May 2021 18:25:08 GMT ​May 11, 2021 Virtual Presentation (Chris McGurn) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/TX%20-%20Is%20the%20CGA%20Still%20Relevant%20-%20%205-11-21%20FINAL.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10613831 https://dallascharitablegiftplanners.org/program-handouts/10613831 Tue, 13 Apr 2021 19:37:23 GMT April 13, 2021 Nuts & Bolts Presentation (Katy David/Brad Fletcher) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/practical_tips_for_gift_acceptance_policies_and_gifts_of_unusual__assets_262645260.1_.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10618682 https://dallascharitablegiftplanners.org/program-handouts/10618682 Tue, 09 Mar 2021 22:08:11 GMT March 9, 2021 Virtual Presentation (Russ Willis) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/north_texas_030921_handout.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10619012 https://dallascharitablegiftplanners.org/program-handouts/10619012 Tue, 12 Jan 2021 22:12:34 GMT January 12, 2021 Virtual Presentation (Matt Laufman) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/pesentation_trends_in_nonprofit__learned_from_high_net_worth_donors__1_.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10619015 https://dallascharitablegiftplanners.org/program-handouts/10619015 Tue, 08 Dec 2020 22:14:47 GMT December 8, 2020 Nuts & Bolts Presentation (Jennifer Sibley) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/nuts_and_bolts_of_charitable__trusts.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10619024 https://dallascharitablegiftplanners.org/program-handouts/10619024 Tue, 25 Aug 2020 21:27:22 GMT August 25, 2020 Virtual Presentation (Joe Bull) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/cgp_gps_dallas_pdf_2020.8.25.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10619079 https://dallascharitablegiftplanners.org/program-handouts/10619079 Tue, 14 Apr 2020 21:29:37 GMT April 14, 2020 Nuts & Bolts Presentation (Cheryl Mansour/Michael George) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/april_14_2020_nuts_and_bolts__presentation_george_and_mansour.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10619082 https://dallascharitablegiftplanners.org/program-handouts/10619082 Tue, 17 Mar 2020 21:31:28 GMT March 17, 2020 Presentation (McGurn) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/handout-march-2020.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10619083 https://dallascharitablegiftplanners.org/program-handouts/10619083 Tue, 11 Feb 2020 22:34:43 GMT February 11, 2020 Nuts & Bolts Presentation (Jayne Grimes) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/1__nutsandbolts-021120_handout__t2.pdf" target="_blank" class="stylizedButton buttonStyle001">Download this presentation</a> https://dallascharitablegiftplanners.org/program-handouts/10619105 https://dallascharitablegiftplanners.org/program-handouts/10619105 Tue, 14 Jan 2020 22:38:26 GMT January 14, 2020 Presentation (Melanie Norton) <a href="https://dallascharitablegiftplanners.org/resources/Documents/Program%20Handouts/presentation-jan14-melanienorton.pdf" target="_blank" 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