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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March 19, 2019
Topic: Stages to Planning Optimal Estate Gifts
Speaker: Marc Littlecott, Director of Gift Planning, South Dakota State University Foundation
Time: 11:30 am. – 1:00 am
Haynes and Boone, LLP
2323 Victory Avenue, Suite 700
Dallas TX 75219
"Facilitate” or “spectate”? Which word best describes your role when it comes to being involved in the planning of estate gifts for donors interested in supporting your charity and others? Because most people have no thought of adding a planned giving officer (PGO) to their estate planning team, this 7-stage system to plan optimal estate gifts, adopted & modified from the financial services field, helps a PGO position themselves to be a key developer of a charitably-driven estate plan before it goes to an advisor for refinement and implementation. It also helps development staff to better communicate with each other about progress with prospective donors, since all are using the same terms for the various stages. Disciplining, as best one can, a donor-conversation to its appropriate "Stage" can prevent buyer's remorse, a rushed or less effective gift, or perhaps receiving no gift at all.
REGISTRATION CLOSED MARCH 13 (5:00 P.M.)
March 19, 2019 Presentation (Handout 1 of 2 - Littlecott)
March 19, 2019 Presentation (Handout 2 of 2 - Littlecott)
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