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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(BuMay 14, 2019
Sponsored by Texas Women's Foundation
Topic: Donor Dreams, Investment Realities: How Communicating with Donors Can Prevent Disappointment
Speakers: Cyrstal Thompkins/David Hohler
Time:11:30 am. – 1:00 pm
(Lunch Buffet 11:30-11:50)
DCCGP Members: $25
AFP Members: $25
Haynes and Boone, LLP
2323 Victory Avenue, Suite 700
Dallas TX 75219
(Parking is on your own)
This session outlines some common donor perceptions - or misperceptions - about investing planned income vehicles and provides information to help facilitate conversations with donors about investments. Attendees will learn why understanding how split interest vehicles are invested can lead to creating good gifts for both the organization and the donor, and can help to manage donor expectations over the life of the gift.
Crystal Thompkins is National Director of Gift Planning Services for the BNY Mellon Wealth Management Planned Giving Group. David Hohler is the Director of Investments for BNY Mellon Wealth Management's Planned Giving Group.
REGISTRATION CLOSES MAY 8 (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: