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.
Click here to visit the national website.
November 13, 2018 - General Meeting
11:30 a.m. - 1:00 p.m.
Haynes and Boone, LLP
2323 Victory Avenue, Suite 700, Dallas
(Parking is on your own)
"Wealth Transfer and Philanthropy"
Panel: Clint Haggard/Doug Box
Facilitated by Kal Grant
Clint and Doug will discuss the role that communication, family education and philanthropy play in navigating the transition. The panel will also discuss the lessons they learned from their own experiences with their families and whether their families were successful in their missions.
DCCGP/AFP Member: $25
Payment is required in advance to guarantee a meal
Credit cards not accepted at the door - cash or check only
REGISTRATION DEADLINE: NOVEMBER 7, 5:00 p.m.
Read the latest articles from the National Association of Charitable Gift Planners.
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