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.
Announcements and Events
Gift Planning on the Run is a 6-session course designed to assist you in implementing a gift planning program. Registration is closed. We have reached capacity.
Pre-Paid Luncheon Program Discount
Members are eligible to pre-pay for our 2017 luncheon program and receive a 20% discount. The pre-paid cost for all five 2017 luncheon programs is $100. Pre-payment will buy access to all January-December 2017 lunches.
George L. Wolff Memorial Scholarship Fund
The Dallas Council of Charitable Gift Planners has established the George L. Wolff Memorial Scholarship Fund to offer educational opportunities to fundraising and charitable gift planning professionals in the North Texas community. Click here for details and application. PLEASE NOTE THE 2017 APPLICATION DEADLINE HAS PASSED AND NO LONGER AVAILABLE FOR 2017.
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.
We thank our 2017 sponsors:
February 14, 2017
Nuts & Bolts Session
Discussion about the 2016 U.S. Trust Study of High Net Worth Philanthropy.
Matthew Laufman, Senior Vice President and Practice Expert with U.S. Trust Institutional Investment and Philanthropic Services Group.
Location: Communities Foundation of Texas
5500 Caruth Haven Lane, Dallas
Parking is available in the main parking areas surrounding the building.
There is no cost for this meeting.
REGISTRATION DEADLINE: FEBRUARY 8 (5:00 P.M.)
Read the latest articles from the National Association of Charitable Gift Planners.