Dallas Council of Charitable Gift Planners
The National Association of Charitable Gift Planners is the national organization for people and organizations that work together to make charitable giving most meaningful.
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.
Our members include fundraisers, planned and major gifts officers, consultants, attorneys, accountants, financial planning professionals, insurance professionals, donor advisors, and trust officers.
Our luncheon programs and informal meetings provide a forum to share expertise, ideas and knowledge. The annual National Conference on Philanthropic Planning brings together speakers from all disciplines involved in the planning process to share their expertise.
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April 9, 2019
Nuts & Bolts Session
Sponsored by Thompson & Knight
Topic: Pledges and Agreements
Speakers: David Rosenberg and Kent Weimer
Time: 8:00 am. – 9:00 am
(No cost for this meeting)
Haynes and Boone, LLP
2323 Victory Avenue, Suite 700
Dallas TX 75219
(Parking is on your own)
This session will examine the importance of well written gift agreements, fundamentals of contract law, and enforcement of pledges. The interactive discussion will explore their general use for charitable contributions plus specific applications for campaigns as well as testamentary agreements. The focus will be on how to avoid issues before they happen.
David Rosenberg is a partner with Thompson & Knight LLP’s Dallas office who specializes in representing nonprofit organizations and in charitable giving. Kent Weimer is Director of Trusts, Estates and Gift Planning for Parkland Foundation.
REGISTRATION CLOSES APRIL 3 (5:00 P.M.)
March 19, 2019 Presentation (Handout 1 of 2 - Littlecott)
March 19, 2019 Presentation (Handout 2 of 2 - Littlecott)
Read the latest articles from the National Association of Charitable Gift Planners.
We thank our 2019 sponsors: