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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Click here to visit the national website.
Announcements and Events
GIFT PLANNING ON THE RUN
Gift Planning on the Run is a 6-session course designed to assist you in implementing a gift planning program. See additional information under the Programs Menu.
Cost: DCCGP Member: $100, AFP Member: $100, Non-Member: $200
Registration is closed for 2018-2019 Classes
PREPAID LUNCHEON PROGRAM DISCOUNT
Only Members are eligible to pre-pay for our 2019 luncheon program and receive a 20% discount. The pre-paid cost for all five 2019 luncheon programs is $100. Pre-payment will buy access to all January-December 2019 lunches.
THIS OPTION IS NO LONGER AVAILABLE FOR 2019.
Member Directory Available
As a reminder, the chapter’s membership roster/directory is available to members on our website under the “Members Only” page. Please contact Teresa Moore for the password.
Looking to get more involved?
Email Teresa Moore to discuss opportunities for committee membership and other roles.
February 12, 2019 Nuts & Bolts Session
Sponsored by Parkland Foundation
Topic: "U.S. Trust - High Net Worth Study"
Speaker: Matt Laufman (Senior VP, Practice Expert - U.S. Trust Institutional Investments and Philanthropic Solutions Group)
Time: 8:00 am. – 9:00 am
Cost to Attend: Free
Communities Foundation of Texas
5500 Caruth Haven Lane
Dallas, TX 75225
This study, the seventh in a series written and researched by the Center on Philanthropy at Indiana University and Bank of America Private Wealth Management, examines the giving patterns, priorities and attitudes of America's wealthiest households. The discussion will include: 1) why high net worth giving matters; 2) current trends in high net worth philanthropy; 3) decision making, motivations and benefits derived from giving; 4) high net worth giving strategies.
REGISTRATION CLOSES ON FEBRUARY 6 (5:00 P.M.)
Read the latest articles from the National Association of Charitable Gift Planners.
We thank our 2019 sponsors: